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
Agent desktop without Feed area
Agent desktop without Feed area
Feed area removal from Agent desktop
Current key service indicators for a contact
Contact's current service status
Shows current key service indicators for a contact
Reload data button for Creatio
Reload data button for updating data without page reloading.
‘Order overview’ dashboard
‘Order overview’ dashboard
Latest analytics on orders within current month
Notification of mention in Cases feed
Notification of mention in Cases feed
Notifying user about being mentioned in the Cases feed by email
"Quality of service" dashboard
"Quality of service" dashboard
A dashboard for monitoring customer satisfaction levels
Case templates for Creatio
Case templates for Creatio
Creating cases using preconfigured templates
Products detail in Accounts section
Products detail in Accounts section
View of products purchased by customer on Account page
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
Integration via Creatio API
Problem management helper
Problem management helper for Creatio
Manage problems connected to cases
Favorite email templates in cases for Creatio
Favorite email templates in cases for Creatio
Favorite email templates for sending a response to a customer in a case
Video player for Creatio
Play video files uploaded to the Attachments detail of any section
ZoomInfo SalesOS connector
ZoomInfo SalesOS connector for Creatio
ZoomInfo SalesOS connector allows you to enrich contact and account records