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392 contributions to Sangam CRM Community
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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5
New comment 4d ago
0 likes • 5d
@Deepak Shah You should create a "Activity"
0 likes • 4d
@Deepak Shah - because demo is one type of activity to close the opportunity - Some time if you given the two time demo then activity is easy to log - what ever demo or efforts you have done to close the opporunity it's should consider on opporunity,
Require Help for Magicbriks integration
Hello Team, when i click on "TEST API Button" then getting retutn Value "0" when i call same API in browser then getting a data Kindly check this once
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11
New comment 5d ago
0 likes • 6d
@Pavan Joshi testing done getting same value in return "0"
0 likes • 5d
@Pavan Joshi a waitting for your reply
Online leads enquiry
Hum facebook and ppc ( Google ) add start karre hai uska leads direct hume crm m aai uske liye kya karna hoga hume ? Please help
0
6
New comment 3d ago
1 like • 5d
@Sameer Chowdhri you should purchase pabbly or Zappier for this integration
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
0
5
New comment 4d ago
1 like • 6d
@Deepak Shah 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? -Yes, you can use filter option and create a new report as per user requirment kindly check attachment for the same 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 - Not available
1 like • 5d
@Deepak Shah from studio at user level by default field for user list view, we can not set
Getting Error "unAutorized Request"
Hello Team, While Sangamcrm integration wih gallbox i get error un Authorized acces Kindly help me for the same @Pavan Joshi
0
4
New comment 6d ago
0 likes • 9d
Hello Team, Kindly help me once for the same
1 like • 6d
@Pavan Joshi Thanks it is working fine now
1-10 of 392
Rahul Rafaliya
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Jiyan Infosoft is one of the best software solutions provider companies. We provide the right solution to solve actual business problems.

Active 14h ago
Joined May 2, 2023
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