SangamCRM Implemented for Fort International Academy (FIA) by Soham Technologies FIA was facing challenges to maintain the enquiry & followup with the Parents seeking admission . They were managing Enquiries on excel sheet or in the registers, Call were attended on Mobile, Landline or from Tata telephony. Since they have multiple location ( almost 7 ) it was a very tideous job for management to Monitor entire Admission process from all centers. After understanding their challenges we decided to manage everything from SangamCRM. 1. We designed Admission Enquiry form etc. 2. Integrated Justdial ( different locations ) with SangamCRM for getting leads 3. Integrated WhatsApp ( Gallabox ) with SangamCRM for getting leads & chat bot. 4. Integrated Tata Smart Flo ( Cloud Telephony ) with SangamCRM for managing Inbound & Outbound calls. Now The whole system is getting Managed through single platform - SangamCRM. Counselors are using SangamCRM Mobile app to check leads coming from Justdial, WhatsApp, Inbound calls. They are making calls to Parents through SangamCRM Mobile app which in turn gets connected to Tata SmartFlo IVR, so now they have full call logs maintain with recording . Entire Equiry & pre admission process is handeled through SangamCRM... It has saved alot of manual task, saved time & energy , the whole system is automated running through single platform called "SANGAMCRM".

Dear Team, In quotation module we want to add discount on overall value. But we are unable to select "overall" option from "discount apply on" drop down. (Attached photo) This is happening for all users, be it regular user or system administrator. What is the problem and how to solve it. Please guide. URL - engineeringsalesandservicecorporation.sangamcrm.com

**Company** Acumen Business Catalyst is a pioneering leader in the realm of business consulting and training services, with a strong market presence in India and abroad. From large conglomerates to startups, SMEs, and family-run businesses, Acumen caters to a diverse clientele across industries including Manufacturing, Real Estate, FMCG, Telecom, Automotive, and Pharmaceuticals. With over two and a half decades of experience, Acumen is highly sought-after for its expertise, ability to customise and deliver excellence to their clients. **Challenges** Acumen, having been in business for over two decades with an exhaustive client list, faced a challenge in managing and following up on multiple leads for training and consulting services from both existing and new clients. Despite having processes in place as consultants, they lacked the necessary tools to streamline these tasks efficiently. **Solution** We saw that Sangam CRM could seamlessly align the various opportunities being generated by Acumen. Since **Sangam CRM is a no-code to low-code solution,** we could design additional reports to ease payment collection. We proposed grouping companies and assigning them to salespersons for better management of current, dead, or revived opportunities with complete and timely interaction notes. The suggestions were mutually agreed upon and Acumen swiftly adopted **Sangam CRM within a mere 2 weeks. **Success** There was a visible improvement in customer communications and the sales cycle, particularly in terms of proposal preparations. The reports prepared for payment collection, accompanied by charts, significantly improved their understanding of cash flow dynamics. As a result, Acumen's Monday review meetings became effective and productive.**Experience and Learning**The Acumen Team, being a group of consultants, were experienced and sharp. This made concepts easy to explain, and their adaptability to the changes was rather quick. We learnt a number of sales concepts from this assignment which will help us implement Sangam CRM with other prospects. Their requirements for payment collection charts pushed us to learn some hidden features and capabilities of **Sangam CRM.

Hello Team, I have check data duplication with "Phone" field in Vendor Module I have check this query in two diffrent modules but it's can work both the domain kindly check attachment for the same @Pavan Joshi Doing this activity using "System Administrtor" rights https://ejobbook.sangamcrm.com/find-duplicate-rules/find-duplicate-rule-group/59359c11-b716-4024-a529-e4be96ac45c3 https://jiyaninfosoft.sangamcrm.com/find-duplicate-rules/find-duplicate-rule-group/fb67c262-eadb-4687-8c43-df1bff15cd14

While I was logged into this instance it got suddenly un responsive url is https://intechcomputersd7642.sangamcrm.com/ Please can you help Same is the case with one more instance https://monarch.sangamcrm.com/login