"Lead management" dashboard
"Lead management" dashboard
Analytics with key performance indicators for lead management
Recruitment request
Tracking requests to recruit new staff in the company
Business trip request
Processing business trip requests from employees
Organizational structure
Organization and personnel plan management
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
Field Management
Field force management: a schedule of visits, field visit rules
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
Send a monthly sales report
Send a monthly sales report
Monthly opportunity data gathering and sending at a pre-defined format by email
Temporary access rights, bulk rights change and rights delegation
Access rights setup wizard for Creatio
Extended capabilities allowing to temporary grant access rights and to change access rights for existing records
Sales pipeline by cases for Creatio
Sales pipeline by cases for Creatio
An add-on that allows you to create sales pipelines based on user cases