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
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
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
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
Quick complete of order activities for Creatio
Quick complete of order activities for Creatio
Activity completion by one click in Orders action dashboard
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
