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Sangam CRM Community

Public • 2.6k • Free

13 contributions to Sangam CRM Community
Workflow Setup
Have I properly configured the system to send an SMS to the opportunity contact through the user's contact number upon winning a closed opportunity? It seems to be malfunctioning, and I've attached a screenshot of the setup. Could you please provide assistance and support?
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5
New comment Feb 9
Workflow Setup
0 likes • Feb 8
@Pavan Joshi no how to do it.
0 likes • Feb 8
@Pavan Joshi Then Can I Create a Task When opportunities Close Won
Contact Report of Not Interaction in last 30 Days
I am seeking a report that identifies contacts who have not engaged in any calls or WhatsApp communication within the last 30 days, or have not made any updates to their contact information during this period. Your prompt assistance in generating this report would be greatly appreciated.
0
3
New comment Feb 5
0 likes • Feb 3
@Pavan Joshi not understand can you explain more how i can filter it
Email Lead Integration
We've noticed an influx of leads coming to my email ID in standerd format, and we aim to integrate them seamlessly into our lead module. Additionally, we'd like to implement an auto-distribution system to assign these leads to selected users.
0
5
New comment Feb 5
0 likes • Feb 2
@Pavan Joshi that is time taking process. Can you suggest any other way
Opportunities Amount Not Show
Opportunities Amount Not Show With Button
0
3
New comment Feb 2
Opportunities Amount Not Show
1 like • Feb 2
My issue is resolved
Admin User profile error
I can not open admin User profile it's showing error.
1
11
New comment Feb 2
1 like • Feb 1
My issue is resolved
0 likes • Feb 1
@Pavan Joshi thank you
1-10 of 13
@sachin-patel-4532
Elevator Company

Active 161d ago
Joined Jan 6, 2024
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