Notify manager about new assigned lead
Notify manager about new assigned lead
Sending an email notification to the manager about a new assigned lead
Case stage color coding for Creatio
Color code case stages in section and detail record lists
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
ServicePoint for Creatio
Management of internal and external service for a company of any size
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
Banza Conversation Scripts
Banza Conversation Scripts for Creatio
Client conversation dynamic scripts
Publication of selected knowledge base article to portal
Publication of selected knowledge base article to portal
An ability to publish by one click selected knowledge base article to portal
Integration via Creatio API
Lasso40 events check-in for Creatio
Connector to the Lasso40, check in app for event and meeting planners
Phone lookup for Creatio
Application to facilitate call post-processing and data search in the customer base