Highlevel Overview

Developed by the team at SuiteCRM Addon, MTS Assistant improves daily tasks by bringing the most important open actions right on the SuiteCRM home screen. Any item needing attention or nurturing is brought to the assistant section, such as: new leads or opportunities with no action.

The assistant is readily organized with tasks displayed in order of importance: leads assigned to you today, opportunities with overdue tasks, opportunities with no activity in 30 days, and opportunities with no open activity. Now, your team can have more direction to take the next best action. Decrease the chance of missing deadlines and increase follow through with customers.

Key Features

  • Leads assigned to you today
  • Opportunities with overdue tasks
  • Opportunities with no activity in 30 days
  • Opportunities with no open activity
  • Overdue opportunities
  • Opportunities are overdue if they’re still open after the close date

How it Works

How MTS Assistant appears in your SuiteCRM.

MTS Assistant for SuiteCRM dashboard

Set options for how many tasks are displayed and when it should refresh.

MTS Assistant for SuiteCRM display options

To learn more about this solution, go to MTS Assistant or search for "updates."

Like this post?

We'll send you an email once a month with the latest posts.