CRM Won/Loss Report and CRM Stage Report
CRM Google Places
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.
This helps you to see CRM Lead stage Lifecle with days. amount of time an opportunities in CRM module has been in each stage before closing
CRM product to quotation CRM opportunity to Sales Order CRM Product to Sale Order add products on CRM pipeline to quotation add product on CRM lead to sales product from lead add product on lead to quotation add product on crm opportunity to sale
Approve leads checklist pipeline check list CRM Check List and Approval Process Pipeline Checklist Approval Lead Checklist Approval CRM CheckList Approval lead Approval Process stage wise checklist for pipeline checklist process Approval checklist for CRM
Set Access Rights On CRM Leads based On Different Teams
User has more filters and group by options on leads, pipeline, activities and analysis reports
CRM Mandatory Fields of each stage
Notify responsible person on ideal leads on different stage for configurable period of time with custom message
Allow to create CRM Opportunity from Helpdesk Support Ticket.
Lost Reason Details on During Lost Process of CRM
CRM Pipeline Auto Response Based on Stages
CRM Pipeline Lead Notes
This app allows to create crm pipeline from meeting.
CRM Pipeline with Multi Currency Expected Revenue
Get instant access to prospect's local time based on their time zone
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
Required Field Template, Create Required Field Template master, add template on CRM Stage, Required field check on CRM Stage