Account manager’s dashboard
Account manager’s dashboard
Account manager’s dashboard with essential information on daily routine
Organizational structure
Organization and personnel plan management
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
Element for split tests in campaign designer
Split tests in marketing campaigns for Creatio
Campaign designer element, which allows to split audience between different flows randomly and perform split-tests
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Payment transactions
Keeping track of the settled payments