Enhance CRM Leads/Opportunities with business profile fields and sync them from related customers
Adding customer's Enterprise Scale, Ownership Type and Industry to Lead/Opportunity
Add field 'Employee size' to CRM form
Manage partner birth date on lead/opportunity
Adding and manage address infomation in Vietnam
Adds 5-star rating field to CRM Opportunities
The CRM access app manage a separate groups for CRM app.
Allow team leader to view opportunities related to sales team
Automate CRM acknowledgment emails for lead stage changes – Customize and trigger emails
Auto schedule activity for different stages and make them enable mandatory to be close before stage move to another and can be configure for any stage with different no. of activities with and without mandatory to be closed.
Track all customer interactions (emails, calls, messages) in one CRM dashboard.
CRM Opportunity Leads Products from Template
Assign oportunity to a Commercial in CRM
Automatically assign responsible user based on email recipient. This module automatically assigns a responsible user to CRM leads created from incoming emails based on the email recipient.
This module distributes leads equally between salespersons
CRM Checklist, Checklist Template, Checklist Points
Enables following competitor's activity