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Notice: It is a module for Perfex CRM.
Not a standalone script.

Demo Link

Lead Guidelines Module For Perfex CRM

This module lets you create checklists for alternatives. Customers can predefine checklists and robotically add them to every new lead. This function helps standardize and set up your workflows, saving you time.

Options

Predefined Checklists:

Outline checklists that match your workflows and robotically add them to every new alternative.

Completion Monitoring:

Simply see what share of every guidelines is full. This function helps you monitor your duties extra effectively.

Activity Task:

Assign guidelines gadgets to members of your crew. This makes it simpler to find out who must do what.

Date Monitoring:

Observe when guidelines gadgets have been added and accomplished. This ensures that duties are progressing on time and in an orderly method.

This module affords Perfex CRM customers nice comfort in managing workflows, assigning duties, and monitoring progress. Do this module now to handle your duties in a extra organized and deliberate method!

Lead Guidelines

LEad Checklist For Perfex

Demo Link

Username : demo@demo.com

Password : 1234

Change Logs

Model 1.0.1 / 2025-02-19

    * Bug Fastened
    

Source