Total Amount of Invoices on CRM Lead/Pipelines Form
CRM Pipeline Lead Notes
This app allows to create crm pipeline from meeting.
CRM Pipeline/Opportunity to Event Creation and Event on Sales Estimate
CRM Pipeline with Multi Currency Expected Revenue
Get instant access to prospect's local time based on their time zone
Portal Crm Lead/Opportunity to Quotation Workflow.
Leads, Opportunities, Activities
CRM with project pricing tools and project management integration
Quotation Lost | CRM Quotation Cancel On Lost | Quotation Lead | Opportunity Lost | Lost from Pipeline | CRM Lost | Opportunity Cancel | Lead Cancel | Cancel Lead | Quote Cancel | Quote CRM | Sale Cancel CRM
This module allows to define receiving blacklist.
CRM Related Bundle Apps
Required Field Template, Create Required Field Template master, add template on CRM Stage, Required field check on CRM Stage
Ensures important CRM fields, like phone, job position, are required when adding or updating leads and opportunities.
Run scheduled action that are automatically filtering and assigning leads
Generate sale quotation from CRM Lead