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
Event participation planning
Event participation planning
Process template to more effectively manage event participation planning
Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Element for split tests in campaign designer
Split tests in marketing campaigns for Creatio
Campaign designer element, which allows to split audience between different flows randomly and perform split-tests
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
Compensation for Creatio
Employee compensation system. Bonus accrual, accrual rules, compensation management and analytics
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
Loyalty vouchers in marketing campaigns for Creatio
Loyalty vouchers in marketing campaigns for Creatio
New element in campaign designer that allows to issue vouchers (certificates) for loyalty program members
