SalesUp Conditional Records Formatting
SalesUp Conditional Records Formatting for Creatio
Conditional formatting of records in section and detail registries.
"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Expenses accounting and invoice margin calculation
Expenses accounting and invoice margin calculation
Expenses accounting and automatic margin calculation against fully settled invoice
Payment transactions
Keeping track of the settled payments
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
Invoice payment schedule for Creatio
The add-on enables adding a payment schedule to invoices
Primary communication options
Primary communication options for Creatio
The add-on allows users to manage primary communication options
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records