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Select Services on Lead
#5
There is a good improvement.

But I think this relation need more attention to turn useful

Por example,

If you need know how services on account, bought? or services you can offer ( client not buy yet) ?

Practices with a cross selling, up selling is very basics for a CRM at coreBOS is more complex to use, only thru a report custom.

Same applied at tickets, for us send a simply report with tickets open/closed for all contacts, summarised is more complicated.

Set ticket at contact and you not see that information in account. Set on account is need many clicks to see there.

For products, contract services, and more is the same way.

coreBOS is very powerful software, but today, only a client vision, summarised is hard work for final user.

legacy vtiger I know ...
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Messages In This Thread
Select Services on Lead - rslemer - 09-08-2016, 07:32 PM
RE: Select Services on Lead - joebordes - 09-10-2016, 11:20 PM
RE: Select Services on Lead - rslemer - 09-11-2016, 12:33 AM
RE: Select Services on Lead - joebordes - 09-11-2016, 08:50 AM
RE: Select Services on Lead - rslemer - 09-11-2016, 01:26 PM
RE: Select Services on Lead - rslemer - 03-06-2017, 04:41 PM
RE: Select Services on Lead - joebordes - 03-06-2017, 09:55 PM
RE: Select Services on Lead - rslemer - 03-10-2017, 01:45 AM

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