Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
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
Appointment of service and assignee in a new case
Appointment of service and assignee in a new case
Automatic appointment of service and assignee in a new case based on incoming email and service details
Expense management for Creatio
Automate your expense management with inbuilt expenses approval and expenses settlement process workflows
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
Invoice payment schedule for Creatio
The add-on enables adding a payment schedule to invoices
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
Email search in communication panel
Email search in communication panel for Creatio
Quickly search for e-mails in the communication panel
Restore context after login
Smart Context for Creatio
Open the last page you interacted with on your next login
