Lead/Opportunity stage confirmation for Creatio
Request for confirmation of an opportunity stage change
Overview
Product overview
Product description
Lead/Opportunity stage confirmation for Creatio allows asking a question with confirmation of an lead/opportunity stage change.
Use cases:
The add-on prevents the possibility of accidentally saving an opportunity in the final stage.
Key features:
- Request for confirmation of an lead/opportunity stage change.
Pricing
Monthly
Annual
Opportunity stage confirmation for Creatio
Free
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
To keep this app free of charge support is provided only by email.
Installation
Setup guide
Open lookup 'Opportunity stage' or 'Lead stage' in System designer - Lookups, add the 'Confirmation message' column in the list and fill in it for stages that require confirmation.
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.0
7.16.0 and up
Release summary
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.