Advanced list setup for Creatio
Configure column setup for each folder
Engaging dormant customers
Engaging dormant customers
Automatic scheduling of tasks on customers without any activities within last 6 months
Field Management
Field force management: a schedule of visits, field visit rules
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
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
Renewal opportunity
Process template to more effectively manage renewal opportunity
DocFlow Collegial for Creatio
Organising work of collegial institutions for a company of any size
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
Conference room booking for Creatio
Conference room booking for Creatio
Easy booking of conference rooms when working with calendar
