Loading
Dashboard
Chat
Tickets
Accounts
Leads
Contacts
Sales
Chat
Deals
Sales Orders
Quotation
Sales Forecast
Sales Campaign
Products
Products
Activities
Tasks
Events
Reports
Service Desk
Add New Lead
Add New Contact
Add New Account
Add New Deal
Previous Searchs
Keywords 1
Keywords 2
Keywords 3
Keywords 4
Bookmark this Smart View
CRM
Leads
All Leads
CRM
Leads
Today's Leads
CRM
Leads
All Leads
Notifications
All
Unread
Mark all as read
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
Lead is assigned to you
8 days ago
You currently have no notifications.
Load more
Sales CRM
Last access: 16 Jun 2021, 10am
Service Desk
Last access: 16 Jun 2021, 10am
Sales Online
Last access: 16 Jun 2021, 10am
Pham Duc Hieu
Duchieuna@gmail.com
My profile and settings
Log Out
Analytics
Leads
Contacts
Accounts
Deals
Forecast
Sales Orders
Product
Quotation
Tasks
Others
Schedulers
Store
Invoice
Campaign
Reports
Menu Setting
Menu Setting
Arrange the features button in the menu bar
Analytics
Leads
Contacts
Accounts
Deals
Forecast
Sales Orders
Product
Quotation
Tasks
Schedulers
Store
Invoice
Campaign
Reports
Settings
Automation
Company settings
Users and Access
Users & Teams
Roles
Data Administration
Configuration
Leads
Accounts
Deals
Pipelines
Meeting
Manage Tags
Scorecard
Playbook
Snapshot Management
Smart View
Forecast
Customization
Data Fields
Form Layout
Email
Email Templates
Team Mailbox
Automation & Rules
Integration
Account & Billing
Account Statistic
Pricing & Features
Billing
Cancel Account
Automation
Name
Type
Data Changes
On Scheduled
Smart View 2
Smart View 3
Schedule
Daily
Weekly
Monthly
Saturday
Sunday
Daily
Weekly
Monthly
Every:
Sunday
Monday
Tuesday
Webnesday
Thursday
Friday
Saturday
Daily
Weekly
Monthly
Day
of every month
Last day of month
with these additional criteria
in
Add Filter for
Accounts
All
Any
of these conditions are true
Fields
Select field
Select field 1
Select field 2
Select field 3
Operator
is equal to
is equal to 1
is equal to 2
is equal to 3
Value
Value in other field
with
Tasks
Tasks 1
Tasks 2
Tasks 3
Add Filter for
Tasks
All
Any
of these conditions are true
Fields
Select field
Select field 1
Select field 2
Select field 3
Operator
is equal to
is equal to 1
is equal to 2
is equal to 3
Value
Value in other field
Action
Action Name
To Add/ Apply
To Modify
To Delete
To Email
a Note
a Task
a Playbook
New note
Task Name
Type
Select field
Select field 1
Select field 2
Select field 3
Playbook Name
Select field
Select field 1
Select field 2
Select field 3
Action Name
To Add/ Apply
To Modify
To Delete
To Email
Data records
Fields
Select field
Select field 1
Select field 2
Select field 3
Value
Value in other field
Action Name
To Add/ Apply
To Modify
To Delete
To Email
Type
Select field
Select field 1
Select field 2
Select field 3
Select email template:
Select email template 1
Select email template 2
Select email template 3
Add new email template
From
Select field
Select field 1
Select field 2
Select field 3
To
Select field
Select field 1
Select field 2
Select field 3
Save email to Leads
Save email to Contacts
Cancel
Save
Call
Detail
Anne Lynch
CIO
60
Company
Cyberdince System Corp
Best time to contact
This Friday
Calling
0965916288
00 : 00 : 00
Purpose of the call
Purpose 1
Purpose 2
Purpose 3
Purpose 4
Call outcome
Call Outcome 1
Call Outcome 2
Call Outcome 3
Call Outcome 4
Call
Anne Lynch
CIO
Calling
0965916288
Question 1:
Câu hỏi 2:
question question question question question qu question question
Câu hỏi 2:
question question question question question qu question question
Yes
No
