This feature’s primary purpose is to support lead management by adjusting the statistical likelihood that a lead will be closed. Each lead’s score is determined by a set of factors,...
With a Rule-based assignment, you may assign leads to salespeople regularly according to predetermined guidelines. Turn this feature on in the Settings menu, as indicated below. There are two choices...
You may allocate salespeople to different sales teams with this capability. Turn on “Multi Teams,” as indicated below. Under the Sales Teams option, you can now hire a salesman to...
This function helps you identify and resolve the cause of an opportunity lost. The Configuration tab contains the Lost Reasons menu. This window provides all of the system-configured reasons for...
The CRM module’s Tags feature facilitates finding and searching through the records that are set up there. To use this functionality, choose the Tags menu from the Configuration tab’s dropdown...
The CRM module provides a productive framework for planning on the opportunities that are specified inside it and defining recurring revenues. Select ‘Settings’ from the Configuration menu. Check the box...
All of your customers’ information, including contact data, may be stored in the CRM module. To access these stored contacts, select Customers from the Sales menu. The customer’s information is...
A company’s sales teams are often appointed to oversee the sales-related operations of its products/services. To keep an eye on this function, select “Sales Teams” from the Configuration menu. You...
