Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
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
SalesUp Enhanced template macros
SalesUp Enhanced template macros for Creatio
Set up values, lists, tables, priorities and other types of macros for use in message templates.
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
Buttons on Opportunity Edit Page
Buttons on Opportunity Edit Page for Creatio
This add-on helps to copy or delete the opportunity record from the edit page providing more visibility about the record before performing copy or delete operation
Bulk owner update for Creatio
Bulk update of the Owner field for selected records
SalesUp Vacation requests
SalesUp Vacation requests for Creatio
Keep records of system users' vacations
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
