21
Nov
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
