Define and Execute Your Service Level Agreements With Ease
Make missing your Service Level Agreements (SLAs) a thing of the past with this new add-on. Based on your needs, assign SLAs to various modules and records such as case tickets, defined by your parameters. Create alerts, escalations, and even multi-level escalations if records do not move along in certain time frames. With these abilities and more you can be sure that every record is dealt with in a timely manner.
Immediately See All Activity on a Record With the New History Time Line View
It is challenging to go to an opportunity or a lead and see what activity recently happened and in what order. For example, was an email sent last or was a call just scheduled? It is hard to determine at first look. You have to go through each subpanel and figure it out yourself. All of that hassle is solved with the new History Time Line View. You can see all of that information immediately. Saves time and gets you important information right away.
Auto Populate Fields Whenever a Relate Field Changes
The title says it all. Whenever a relate field gets set or changed, map fields from that record over to the current record. Read on to learn more.
Copy Over Your QuickBooks Invoices, Items, and Contacts
This QuickBooks solution keeps your contacts up to date in both systems while copying over products and invoices over to SuiteCRM. Read on to learn more.
Cleaner Email Lists = More Effective Campaigns
If you are doing any sort of email marketing (and you probably should be) then this new add-on should be of interest. It helps to keep your email lists clean by verifying addresses. This then helps to keep your overall spam scores low resulting in better email deliverability. Read on to learn more.
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