Notice: It is a module for Perfex CRM.
Not a standalone script.
Lead Checklist Module For Perfex CRM
This module permits you to create checklists for alternatives. Customers can predefine checklists and routinely add them to every new lead. This characteristic helps standardize and set up your workflows, saving you time.
Options
Predefined Checklists:
Outline checklists that match your workflows and routinely add them to every new alternative.
Completion Monitoring:
Simply see what proportion of every guidelines is full. This characteristic helps you observe your duties extra effectively.
Activity Task:
Assign guidelines objects to members of your workforce. This makes it simpler to find out who must do what.
Date Monitoring:
Monitor when guidelines objects had been added and accomplished. This ensures that duties are progressing on time and in an orderly method.
This module gives Perfex CRM customers nice comfort in managing workflows, assigning duties, and monitoring progress. Do this module now to handle your duties in a extra organized and deliberate method!
Lead Checklist
Username : [email protected]
Password : 1234
