Submit & Go

Submit & Go

 
Submit & Go after submission 2 weeks

 

Remote Configuration Service
from Lead to Opportunity with 1 revision.

Remote Configuration Service from Lead to Opportunity with 1 revision

Lead Management

  • Web to Lead configuration ( Get lead information from Website )
  • Add up to 30 fields – Adjust Page Layout

 

Account & Contact Management

  • Custom field creation in Account and Contact objects, as per your requirement – Adjusting page layout

 

Opportunity Management

  • Opportunity configuration as per your sales process
  • Add up to 30 fields – Adjust Page Layout

 

Sales Activities Management


Security Setup

  • Custom profile creation – Setting up role hierarchy in system
  • Defining access to objects, fields etc. for different profiles.
  • Defining data access rules

 

Report with basic Dashboard

  • Standard Reports (10 Reports)
  • Dashboard components (2 Dashboards)

 

Standard Mobile Apps Configuration

 

Data Migration

  • One-time data migration of leads, accounts and contacts
  • Customer will be providing cleansed data in given templates.

 

Training Video : User Training x 1

 

One week warranty support

First Name and Last Name
Annop CRM-C