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31 contributions to Sangam CRM Community
4d agoÂ
inÂ
Merge Opportunity
Can we consolidate two opportunities into a single one? Initially, we created one opportunity based on the customer's direct requirement. Subsequently, after reviewing some videos, we converted a lead into another opportunity, resulting in two separate opportunities. Consequently, we generated two quotations based on these opportunities, and now we aim to merge them into one.
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4
New comment 12h ago
0 likes • 4d
@Pavan Joshi ye option kahase milega?
0 likes • 12h
@Pavan Joshi After doing this Data now loading. please check Screenshot. my URL is: https://jmdes.sangamcrm.com/ Opportunity had 2 Data but steal not Loading.
17d agoÂ
inÂ
Scheduler Not Working Properly.
Call History Scheduler Not Sent mail Regularaly. I want to know where is my Mistake, and why its not working. as per Instruction i set all the things. aslo i set 2 Interval for Mail. but not working fine. any one can help me. my CRM URL : https://jmdes.sangamcrm.com/
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New comment 6d ago
0 likes • 10d
@Pavan Joshi yes The screenshot attached and shared on whatsapp
0 likes • 6d
@Pavan Joshi dear sir please check again, still waiting for update.
25d agoÂ
inÂ
Branch
How to create branch? I need to add branch in PDF format for Quotation
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4
New comment 25d ago
0 likes • 25d
We want like this.
1 like • 25d
@Pavan Joshi done thanks
26d agoÂ
inÂ
AMC for Wealth Management
Can anyone explain me how I can manage SIP and investment dues (AMC) in Wealth Management CRM???
1
4
New comment 19d ago
1 like • 26d
Hi Mam, my self Sanket Barot and i am sales and implementation partner of sangam CRM. Kya aap aapke business ka flow and work style share kar sakte hai. To ham aapke liye best solutions implement kar sakte hai. Aapka work flow and contact details Aap mujhe skool chat me ya jmdesolutionsindia@gmail.com mail id par mail bhi kar sakte hai, uske bad ham aapko call karke Discussion time fix karenge.
27d agoÂ
inÂ
Email Setup Error
My own account is giving this error I created new app apssword and test done again Still error is there
0
10
New comment 26d ago
1 like • 26d
@Suhas Marathe sorry to say, Sir agar aap Outlook and Microsoft hosted Email solutions use kar rahe hai to mail me problem aayega. Kyonki inki legacy frequently change hoti hai. To usme perfection nahi aata hai. But aap Gmail vagera use karte hai to, sahi work karta hai.
1-10 of 31
@sanket-barot-6463
I am a computer Hardware and Networking Engineer, Website Development, Mobile application Development,
Banking and Financial services provider,
Active 7h ago
Joined Nov 27, 2023
Mehsana
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