If you are still struggling with a potential customer management solution, potential customers can solve this problem for you. Use this software package to focus on managing potential customers on the CloudCC platform. Download now!
Customer life cycle main source is the view from the customer, to see the customer under the contract amount, the receivable amount of make out an invoice amount, etc., can detailed intuitive to see a customer's overall life cycle process.
You can transfer objects related to the project to one person. There is no need for a single project to associate an object with a number of manual transfers. Just check the objects you want to transfer.
Set your opportunity maximum durtion to update. Trigger the auto-recall process when no update during the period. This app will help to improve your opportunities win rate.