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165 contributions to Sangam CRM Community
Jan 1
in
User unable to view his Auto Assigned opportunity - Critical
Hello Team Domain: https://hci.sangamcrm.com/ Facing Query Users username : meet username : bhavisha username : prakash query: when opportunity generate using google form and assign to particular user then unable to view assigned user when we create manully then it's visibale to assigned uses For more details kindly view this once @Suraj Patil @Pavan Joshi
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New comment Jan 1
4 likes • Jan 1
Hello @Rahul Rafaliya sir, The issue arises because a private team setting has been configured in this profile, wherein all access has been granted. Consequently, the most restrictive setting, which is the private team, takes precedence. Therefore, it is essential to either adjust the settings within this private team accordingly or perform a mass update on records that are currently not visible to the individual in question. Please let me know if this is solved or not
Oct '23
in
Project Task
While fill and click on Save button, https://prnt.sc/lysTtP7z2S4y error occurs as something went wrong https://prnt.sc/YwDkiy1g8ZBX
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New comment Oct '23
0 likes • Oct '23
Hello @Komal Parekh Mam Please share me the url.
Jun '23
in
Indiamart Integration
Hello can anyone guide me on how do I integrate and import leads from Indiamart to CRM
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New comment Mar 28
0 likes • Oct '23
Can you please share the action screen shot also Sir
0 likes • Oct '23
This is only condition we want action which is done on this condition.
Sep '23
in
Auto Message
Hello Team, i have integrated indiamart to crm and the leads which are coming automatically I also want to send auto welcome messages to them with whatsapp and mail so how can i configure this feature?
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New comment Oct '23
0 likes • Sep '23
Hello @Sahil Sama sir, You can currently send automated messages for email, while for WhatsApp, this feature is not yet available; however, it is in our pipeline and will be released soon.
0 likes • Oct '23
Hello @Sahil Sama sir, yes this is possible, For that you need to create 2 workflow, first will be for tag apply when ever the lead is created and the second will be for Alert that need to be sent to the customer when ever the lead is created
Oct '23
in
Migration of templates from sampark setu
Are we able to transfer existing WhatsApp templates and campaigns to sangamcrm from sampark setu?
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New comment Oct '23
0 likes • Oct '23
Hello @Vikram Patel Sir, I regret to inform you that the template cannot be imported; it needs to be created manually. I have attached a video for further clarification and information. https://youtu.be/BLi9Uw2HZjM
0 likes • Oct '23
Hello @Vikram Patel Sir, Importing campaigns and templates from SamparkSeu into Sangam CRM is not supported. You will have to create a new template and manually copy and paste your content into it.
1-10 of 165
Active 91d ago
Joined Apr 29, 2023
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