Created Opportunity module template , try to send message from Opportunity record but only Generic template are showing.

You can get a daily call summary report from Sangam CRM, directly on your Email. (See the image attached). And this doesn't need Telephony Integration. The call summary report includes Total Calls Made, Total Duration, No. of outgoing calls, No. of Incoming calls, No. of calls answered, No. of calls unanswered. Reply to this post, to know how it is done. We will DM the answer on your Skool Chat.

How to combine tags, as illustrated in the attached screenshot, by highlighting them with colors based on their respective categories. Please refer to the accompanying screenshot for clarification.

How to Bulk remove Blank Entry of Phone number and Email in Company Module ?

In Company / Account model , Phone Number field is not saved in merge duplicate data