Deals Management for Perfex CRM
- Uploaded : 02nd May 2024
- Views : 75
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
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.
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Tuesday 28th May 2024