Customer journey
Enhancing customer’s products satisfaction through comprehensive management of interaction with the company (B2B)
B2B Cross-sales
Making cross-sales based on closed deals and the product catalog (B2B sales)
Feed notifications on account related events
Feed notifications on account related events
Feed notifications on new contacts, opportunities and activities of accounts you followed
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
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