Dynamically assign lead to concerned sales team & sales person by product, city, state, country, source etc.
To Set auto email followup, set Email Template on each stage master, so on change of lead stage, it will automatically send this email to customer.
Auto set any user as a follower in each lead, and also set the process you want to track
Bulk Assign leads to concerned sales person and sales team from treeview
Add field 'Business type' to CRM form
Add field 'Employee size' to CRM form
Allow team leader to view opportunities related to sales team
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.
This module assigns the new lead to sales man with the lowest number of CRMs assigned to
CRM Checklist, Checklist Template, Checklist Points
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
CRM Management Dashboard
Attaching CRM Related Documents and Images - CRM DMS
This module allow user to set the schedule time for sending followup email on CRM record
send an email when you receive a lead from the crm
CRM Won/Loss Report and CRM Stage Report
CRM HTML Editor for pre defined questions or descriptions
CRM Kanban Quick Edit, CRM Pipeline Kanban Quick Edit, CRM Pipeline Card Quick Edit, Kanban Quick Edit, Card Quick Edit
Set the Expiry date inside the CRM Lead.