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20 contributions to Sangam CRM Community
Getting Import Error
When I am try to import Opportunities, continuously getting "Import session was expired" error on second screen. Can someone check and resolve asap?
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9
New comment Oct '23
0 likes • Sep '23
@Chintamani Lele sir, i have shared the screenshot with him, also attaching it here for everyone's reference.
Enable/disable any CRM Module, Add/Remove/Rename any CRM fields
Through Studio of Sangam CRM, you can enable/disable any module, add/remove/rename any defined fields, add or remove dropdowns, change layout settings and much more. In this video guide, you will learn to add value to any existing dropdown fields. The other studio configurations are not covered in this video guide. Here in the video, we have added & remove drop-downs in the Lead source field of the Lead Module. Similarly, you can define/add, and remove product categories in various places. In short, wherever you need to change the dropdown, refer to this video.
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Enable/disable any CRM Module, Add/Remove/Rename any CRM fields
How to import data in Sangam CRM?
Watch this video guide to see, how you can import data in Sangam CRM. Here in this video, we have covered, 1. From where you can import data? 2. From where you can get the Sample template Sheet for importing? 3. What’s the difference between the two sample sheets? 4. What to do, when a certain field is not available for mapping
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How to import data in Sangam CRM?
Introduction
Hi everyone, This is Vivek Kumar from Ambit Wealth Pvt. Ltd. I'm responsible for leading digital initiatives at my firm. It's feels great to be the part of this community. Hope we all learn together.
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3
New comment Jul '23
1 like • Jul '23
Welcome to the community 👏
How to Make Addition In Multiple Fields Charges And Get A Total Cost
Hi, I Want To Add Some Fild In the Ticket Module For Different Types Of Charge And Want To Add All Fild And Get Finel Total Amount Like Sper Cost + other cost + visit charges = total amount. if only visit charges are then the total is that amount only needs to see in total amount
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New comment Jul '23
How to Make Addition In Multiple Fields Charges And Get A Total Cost
0 likes • Jul '23
Hey @Moazzam Shaikh CRM Support , could you check this? Their Ticket is not appearing in Result section even if marked as dead. And they want to configure some fields in Ticket Module, in such a way that, a total ticket cost is generated upon save.
1-10 of 20
Muzammil Sharif
4
88points to level up
@muzammil-sharif-1946
Hello there!

Active 3d ago
Joined Apr 21, 2023
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