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Description
Product description
The template helps to orchestrate communication with customers at each stage of their interaction with company and product usage from defining needs up to becoming the brand advocate.
There is a case with consecutive interaction stages preconfigured in the Accounts section. When the user adds a lead or an opportunity the system automatically shifts to the respective stage of the ‘Lead’, ‘Purchase’ or ‘Renewal’. Account manager switches to other stages manually following the approved terms and dates.
The template can also be used to customize a similar task for individual customers.
To start using the template, run ‘Fill in account stage' business process that updates ‘Stage’ field for all current accounts of the ‘Customer’ type.
Languages
Pricing
Price
Free
Support
Support is not available for this application.
Support conditions
Thank you for choosing to use our Marketplace app. We appreciate your interest and want to provide you with important information about our support policy.
Please note that this app is provided "AS-IS" without any warranties, and at this time, we do not offer official support service level agreements (SLAs). While we are committed to improving the app and providing assistance when possible, we may not be able to provide dedicated support for individual users.
We understand that this may be disappointing, and we apologize for any inconvenience this may cause. We encourage you to refer to our documentation and to participate in Creatio Community for assistance.
Thank you for your understanding and for choosing to use our app. We hope that you will continue to enjoy the benefits of the app despite this limitation.
Reviews
Installation
Product compatibility
Product
Sales (team)
Sales (enterprise)
Version
7.11.2 and up
Platform
.NET Framework
Type
Template
Compatibility