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31 contributions to Sangam CRM Community
Lead module not opening
My lead module is not opening. I had create one dependency on Lead source when select partner, the partner list should appear. It was working fine but I tried another dependency to directly extract Partner account name from account module and deleted the partner list field. Please reset the lead module to default. My url is noveltycomputer.sangamcrm.com
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7
New comment 9h ago
0 likes ā€¢ 1d
@Pavan Joshi While opening Lead List view it says "something went wrong". Please give solution.
0 likes ā€¢ 9h
@Pavan Joshi Ok
help
how to connect my normal whatsapp business with sangam CRM
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2
New comment 5d ago
1 like ā€¢ 5d
@S s Insan Follow following procedure to start whatsapp messages 1. Go in mobile app 2. In Main manu go in setting 3. Go in whatsapp Manager 4. Turn on whatsapp Business
Web and Mobile dashboard shows different data.
Web and Mobile dashboard shows different data. My instant url is noveltycomputer.sangamcrm.com
1
8
New comment 2d ago
1 like ā€¢ 8d
@Pavan Joshi Still waiting for solution
3 likes ā€¢ 8d
@Pavan Joshi Thanks. It's sloved.
Lead to Opportunity
Is there any possibility that if i update my lead status my lead reaches to Opportunity ? if possible please suggest how can i do this...
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2
New comment 9d ago
2 likes ā€¢ 9d
@Bhavesh Pendharkar In Lead Status select "converted". It will create opportunity.
Product Category
How to Create Product Category
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4
New comment 10d ago
3 likes ā€¢ 11d
@Bandish Kothari To create product Category do following steps. 1. Go in Admin panel 2. Go in Studio 3. Search for product and click on it 4. Product layout management will open 5. On right hand side click on three dots of "Product Category (Sub_Category) 6. Click on Pencil icon available in front of options field 7. Add or delete products Category as per your need. Hope this helps
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@saifee-rangwala-2480
Passionate about empowering businesses digitally with Sangam CRM, Sugam Tally on Cloud, Biz Analyst, Khatabook, Tally Prime, and Paynuke App.

Active 5h ago
Joined Dec 19, 2023
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