Customizations to the Client's Vtiger Kan Ban View

Опубликовано: 05 Январь 2025
на канале: Pat OBrien
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Customizations to the Client's Vtiger Kan Ban View - Boru added many functions to the kan ban view in order to streamline and improve the Sales Reps productivity. 1) One click to fined nearby references, 2) One click to schedule a call on the calendar 3) One click to invoce the macros foe the lead/contact 4) Once click to open the comments window for that lead/contact 5) One click to send a vtiger email, 6) Streamlined lead close out window.