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.
Set options for how many tasks are displayed and when it should refresh.
To learn more about this solution, go to MTS Assistant or search for "updates."
-
Find and Replace
The Find and Replace extension enables you to find a specific word and replace it with a different word all from the list view. Run the replace against one record or as many as you would like. No longer do you need to slowly go from record to record to make wholesale changes.
-
Google Form Integration
Google Form Integration allows you to configure Google Forms with SuiteCRM, so data submitted via forms gets automatically updated within your CRM.
- Show more addons