1-Min Read Convert Ticket to Opportunity (F1841) Helpdesk interactions can often lead to potential sales opportunities, but identifying and managing these transitions can be challenging. The Convert Helpdesk Ticket to Opportunity feature simplifies ... CRM Silverdale Apps
1-Min Read Level of Efforts (F1898) Managing customer relationships often requires a clear understanding of the effort needed to handle opportunities. The Level of Efforts feature allows businesses to assess and track the amount of work... CRM Silverdale Apps
1-Min Read New opportunity open in edit mode (F1917) Streamlining the process of managing new opportunities can significantly improve the efficiency of a sales team. The New Opportunity Open in Edit Mode feature ensures that whenever a new opportunity i... CRM Silverdale Apps
1-Min Read Products In Opportunity (F1936) Managing potential sales opportunities efficiently is critical for turning leads into revenue. The Products In Opportunity feature allows businesses to add products directly to CRM opportunities, just... CRM Silverdale Apps
1-Min Read Revert to Lead (F1951) Not every opportunity remains a strong candidate for conversion, and sometimes, it’s necessary to reclassify an opportunity as a lead. The Revert to Lead feature allows businesses to easily convert op... CRM Silverdale Apps
1-Min Read Show Parent Company on Opportunities (F1976) For businesses that deal with complex customer hierarchies, understanding the relationships between companies is crucial. The Show Parent Company on Opportunities feature allows sales teams to see the... CRM Silverdale Apps
1-Min Read Timesheets on CRM (F2620) Tracking time spent on client interactions and sales activities is critical for understanding resource allocation and optimizing team performance. The Timesheets on CRM feature allows users to log tim... CRM Silverdale Apps
1-Min Read Worksheets on CRM opportunity (F2720) Managing complex customer relationships and opportunities often involves tracking detailed activities and deliverables. The Worksheets on CRM feature enables users to create and manage worksheets dire... CRM Silverdale Apps