SalesUp Checklists for Creatio
Overview
Product overview
Sales'Up Checklists for Creatio helps to systematize routine operations within the framework of the ongoing workflows.
The user can define the sequence, mandatority, and follow-up tasks at each step of any workflow facility in the 'Checklist settings' wizard. The product optimizes employee task storage by clearing the schedule from repetitive activities.
Use cases:
The app is helpful for companies to make a list of documentation from the customer at any stage:
- Sale conducting
- Ordering
- Marketing activities
- Case processing
Checklists allow maintaining a list of tasks without being bound to a chronology: to send products that we need to agree with the carrier, prepare documents, notify production, etc.
Key Features
Checklists for any Creatio objects
Mandatory checklist items setup
Checklist item types
Checklist placement on any page area
Pricing
Terms and Conditions
Pricing FAQ
Support
Installation
Setup guide
There are two ways to install the application:
- Automatically - by specifying the site address and clicking the "Install" button
- Manually - by downloading the archive with packages and installing by the applications installation wizard.
To request SalesUp demo licenses for 14 days:
- Go to the "SalesUp License Manager" in the system designer.
- Click the "Request licenses" button.
- In the modal window that appears, select the product, fill in the company name, email for communication and click the "submit" button.
A temporary license of Sales'Up for 14 days will be installed independently.
Resources
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
- Support .Net Standart (Linux)
- Remove Checklist Activation date setting
- New Checklists component in the Freedom UI interface designer for customization.
Product packages conversion to assembly packages
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.
As you make the first purchase or extend the product license, our experts will lend you 4 hours of consultation and help with setting up the product.