Deals Management for Perfex CRM
Note: This is a module for Perfex CRM . This is Not a standalone script.
Get an overview of deals in a week, month, and deals in the last 30 days. Assign Tasks, Products, Files, and Users for each deal. Manage discussions and notes. Also, get a calendar view for every deal detail. In short, managing deals has never been easier. and more
Deal Manager Demo
| Login Details Username: [email protected] Password: 123456 |
Update History
13 January 2024
--- Added Email template for deal when send create new email on deal details email tab --- Fixed contact with field according to related on call --- Fixed task issue on deal details --- Fixed all known issues and bugs.
17 December 2023
--- Added Related to when create deal Customer,leads,contract,proposal --- Fixed Deal value did not added when won and create invoice --- Fixed all known issues and bugs.
09 October 2023
--- Added Company filter option into data table list. --- Fixed Custom field option when delete the field --- Fixed all known issues and bugs.
05 October 2023
--- Added Custom field option --- Fixed deal update issue --- Fixed all known issues and bugs.
16 September 2023
--- Added can set settings select company multiple or single when creating new deals --- Added Validation the required fields when creating new deals --- Fixed deal comments issues --- Fixed all known issues and bugs.