Deals Management for Perfex CRM

Note: This is a module for Perfex CRM . This is Not a standalone script.

 Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, managing deals has never been easier. and more

Deal Manager Demo

 

Login Details

Username: admin@saas.com Password: 123456            

Update History

13 January 2024
 

--- Added Email template for deal when send create new email on deal details email tab --- Fixed contact with field according to related on call --- Fixed task issue on deal details --- Fixed all known issues and bugs.

17 December 2023
 

--- Added Related to when create deal Customer,leads,contract,proposal --- Fixed Deal value did not added when won and create invoice --- Fixed all known issues and bugs.

09 October 2023
 

--- Added Company filter option into data table list. --- Fixed Custom field option when delete the field --- Fixed all known issues and bugs.

05 October 2023
 

--- Added Custom field option --- Fixed deal update issue --- Fixed all known issues and bugs.

16 September 2023
 

--- Added can set settings select company multiple or single when creating new deals --- Added Validation the required fields when creating new deals --- Fixed deal comments issues --- Fixed all known issues and bugs.

License Option
Quality checked by Digital Vyapar Seva
Future updates
Free support
khusboo

Member since Jun 2024

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Published:

03-07-2024 03:38 PM

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