Recently viewed records for Creatio
Quickly access recently viewed records in Creatio
Organizational structure
Organization and personnel plan management
Termination of employment
Termination of employment
Employee termination groundwork and notifying other departments about the termination
ComplyTrack for Creatio
Ensuring compliance with the regulator’s requirements (KYC, AML, CTF, legislation, industry standards)
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
Employee internal transfer
Employee internal transfer
Employee internal transfer groundwork
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base
SalesUp Checklists for Creatio
The add-on helps to simplify routine operations within the framework of the ongoing workflows
Visits campaigns for Creatio
Visits campaigns for Creatio
Planning of visits for selected customers and its fulfillment
