No products
* Prices may vary depending on your country.
* An additional contribution can be added at the time of payment.
Product successfully added to your shopping cart
There are 0 items in your cart. There is 1 item in your cart.
Product successfully added to your shopping cart
There are 0 items in your cart. There is 1 item in your cart.
Categories
New products
Portofolio : Advanced sales and category assignment
c718d20180324180422
Simplifies the allocation of commercial portfolios . No need to go on each client card to identify users/salespeople who have access to it : sort customers, select salesman and validate assignment or modification.
|
|
More info...
|
Module Overview
The Portfolio module for Dolibarr ERP/CRM facilitates the mass management and assignment of sales representatives to third parties, as well as the organization of products, services, users, and contacts within groups and categories.
Key Features:
Sales Representative Assignment:
Quickly assign users to third parties as sales representatives, thus optimizing customer relationship management.
Advanced User Group Management:
Efficiently organize your users and contacts by assigning them to specific groups, improving internal collaboration.
Category Management:
Categorize your products, services, users, and contacts into custom categories, making them easier to identify and manage.
Third-Party Clone:
Easily duplicate third-party records while maintaining a reference to the original entity, simplifying the creation of new, similar records.
Automated Notifications:
Automatically add the associated sales representative as a recipient when sending emails or setting up appointments, ensuring seamless communication.
Detailed Reports:
Access reports on outstanding invoices by customer or sales representative, providing increased visibility into performance. commercial.
Additional information presentation video User guide
|
|
French - 
English - 
Spanish - 
Italian - 
German Other modules may interest you
If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org