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5 contributions to Sangam CRM Community
Dashboard visibility
There is Fresh sangamcrm instance, 2 users are there one is Admin other is User-A, no Team creation so far Entered one Lead by Admin and assigned to User-A, Team - "All" (as default) While on Admin Dashboard Lead count shows 0, In User-A Dashboard Lead count is 1 as it is assigned to him, shouldn't the Admin also see Lead count as 1 as he is being Admin? what is missing?
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New comment 16d ago
Create activity or ticket
In opportunity lets say there is Demo required to be given to customer and this Demo is managed by other user so in this case shall we create Activity or Ticket for this user, assume this can be achieved in both ways but which is more preferred approach Thank you
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New comment 21d ago
0 likes • 21d
Thank you @Rahul Rafaliya, can you elaborate on why Activity is better option? as this will help in understanding concept
1 like • 21d
@Rahul Rafaliya Thanks for clarity
Separate List view fields/format based on User, Team
Dear Team 1 Can we have separate List view fields/format based on User, Team? example - For CEO I want to show 12 fields, for Sales Team I want to show 8 fields, fields, order can also be different, if yes, how? 2 In Lead, Opportunity List page, can we have inline field Edit? lets say I want users to quickly add/edit Followup details in list view itself rather than going into Edit option? no mass Edit as followup details will be different per lead Thank you
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New comment 21d ago
0 likes • 22d
I am referring to List view, when we click on Lead or opportunity, I can control fields to show from Studio settings List view however I was wondering can I have different List view based on user or Team
1 like • 21d
Thank you @Rahul Rafaliya
Approval Management
In approval management while go to Next Step, Drop down does not appears. https://prnt.sc/To6VODEQK415
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New comment Aug '23
0 likes • Aug '23
Thanks
InfoSoft Consultants
This is Deepak Shah from Mumbai. I carry 35+ Years of IT experience, design, development of business applications, currently running my small web, mobile apps development, consulting firm. Very strong various business domain experiences, key expertise in visualizing, generating various business analytical data, Software user experience (UI/UX), Software Testing. Objective to get associated with SangamCRM is to explore potential, capabilities of SangamCRM and implement this in companies and help them gain better business insights and gain more sales, happy customers with ease of use.
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New comment Jun '23
1-5 of 5
Deepak Shah
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1point to level up
@deepak-shah-6468
This is Deepak Shah, IT Consultant

Active 16d ago
Joined May 29, 2023
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