Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Renewal opportunity
Process template to more effectively manage renewal opportunity
Working easier with opportunity products
Working easier with opportunity products
An ability to add multiple products at once and update them in the detail list
Lead owner default assignment and selection from suggested dealers
Lead owner default assignment and selection from suggested dealers
Automatic default assignment of lead owner and selecting from suggested dealers based on the lead’s region and marketing segment
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Restore context after login
Smart Context for Creatio
Open the last page you interacted with on your next login
Quick complete of order activities for Creatio
Quick complete of order activities for Creatio
Activity completion by one click in Orders action dashboard
Bulk owner update for Creatio
Bulk update of the Owner field for selected records
Account type from Prospect to Customer
Account type from Prospect to Customer for Creatio
Changing an Account type from Prospect to Customer during journey of Lead
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
Adding products to a new lead from landing page
Adding products to a new lead from landing page
The add-on adds a set of products to the lead from the landing page
Deduplication Freedom UI enhancements
Deduplication Freedom UI enhancements
Deduplication for Creatio Freedom UI enhances data integrity by providing advanced deduplication for Contacts, Accounts, and Leads
Ada AI Chatbot
Streamline your customer service engagements with an AI-powered Ada bot that connects to your knowledge base. Generate expert responses to your customers’ requests via Ada and seamlessly hand over unresolved conversations to human agents in Creatio.
Hootsuite connector for Creatio
Send posts or comments from the Hootsuite dashboard directly to Creatio, creating contact or case records.
