Activity
Mon
Wed
Fri
Sun
Dec
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
What is this?
Less
More
Memberships
Sangam CRM Community
Public • 2.6k • Free
Sangam CRM Partners
Private • 239 • Free
6 contributions to Sangam CRM Community
Nov '23 inÂ
Unable to Mannage Flow
I AM LOAN CULSUTANT MY OFFICE WORKFLOW IS Step -1 Inqury(Lead) Step-2 Opportunity (Client Docs Recived) Step-3 Doc Forward To Finance Institution Step-4 File Approved Or Reject Please Help me how to mannage my bussines with sangam crm
0
6
New comment Nov '23
0 likes • Nov '23
Lead come from Advertisment ,Telecaling & Refrence.We have login right to various Financial institutes on there portal .
0 likes • Nov '23
how to convert lead into the opportunity
Oct '23 inÂ
Unable to see all leads
I have created the lead by user's account but all the leads should be visible in the admin but I am not able to see it.
2
2
New comment Oct '23
1-6 of 6
Active 18d ago
Joined Sep 11, 2023
powered by