Calificación BANT (Budget, Authority, Need, Timing) en oportunidades con selección 0/50/100 y badge en Kanban.
Quản lý Kế hoạch Chăm sóc Khách hàng
CRM Checklist, Checklist Template, Checklist Points
Stage-specific checklists for CRM opportunities with approval and progress control.
CRM Claim Product SAT
CRM - view sale, invoice and delivery object related to lead
Enables following competitor's activity
Client Marketing Campaign Client Marketing Option from CRM Opportunity Client Marketing Option from CRM Lead Contact Mapping Option form Opportunity Contacts Marketing Campaigns from CRM Pipeline Medium Source CRM Contact Mapping Active Contacts Campaign
View mail activity on CRM Lead
Create CRM checklist template CRM leads checklist opportunity checklist own CRM checklist pipeline checklist multiple CRM checklist for lead CRM requirements checklist CRM checklist for opportunity checklist progress for CRM multiple checklist on CRM
Allows users in the 'Sales / Manager' group to add additional fields to the partner form
CRM custom fields Add custom fields in CRM Add custom fields in lead custom fields dynamic custom fields Customize CRM fields custom field manager user defined fields field customization opportunity custom fields pipeline custom fields global custom field studio Add Custom Fields in Lead Opportunity crm extra fields lead extra fields opportunity extra fields
Add custom lost reasons to CRM leads and opportunities
Confirm before creating customer from CRM pipeline