Functions and use
Structures customers, activities and sales stages in one flow.
Create a lead, qualify it, schedule the next activity, then prepare a quotation.
Bring opportunities, stages and next activities together.
Included in the 30-day free trial, with every application.
Try it freecrmStructures customers, activities and sales stages in one flow.
Create a lead, qualify it, schedule the next activity, then prepare a quotation.
Define stages, owners, visibility rules and the data to be imported.
Installation, permissions and the complete user journey are tested on the target version before production.