CRM

655. Creation of Origins for Business Opportunities

ebroker allows you to add new options to choose from in the Origin of Business Opportunities field. You can create these Origins by accessing Control Panel > CRM > Opportunities. By default, ebroker proposes the Campaign origin, which cannot be modified or deleted. To create a new source, click New. In the Origin section, enter the name with which you want this origin to be identified. After accepting, you can select it in the Business Opportunities module.

2023-03-10T08:10:21+01:0010 March, 2023|Tags: , |

651. Creating Type Details for Tasks

ebroker, allows you to add new options to choose from in the Det. Type of Tasks. You can create these Type Details by accessing Control Panel > CRM > Tasks. Click on New. In the Task type detail section, write the name with which you want this detail to be identified. In Type, choose the type of task with which it will be related and, in Module, select the module in which you want said detail to appear. Keep in mind that if you select the General module, the detail will only be available when creating Tasks from the General Interactions.

2023-02-10T08:26:23+01:0010 February, 2023|Tags: , , |
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