Highlevel Overview
Brainvire's developers have created another helpful SuiteCRM add-on to assist sales representatives and their daily team communication. The Internal Note add-on for SuiteCRM helps you easily communicate with other users in an organized way, without having to switch tabs to a different messaging program. Write daily, internal-only notes and keep everyone updated in one convenient place that is also related to the CRM record.
Benefits of Internal Note add-on
- Send full notes as email notification to any user
- Display important user notes in one place, helping prioritize high-level decisions for management
- Easily manage the sales cycle conversion from lead to won opportunity
- Email notification gets triggered at very important events, helping users take important next steps for modules like cases, opportunities, etc.
How it Works
Users can add notes at the record’s Detail View page. See example below:
Users can edit, reply, and delete notes by clicking on the appropriate icon. They can also send an email notification to any user with the '@' symbol to @-mention another teammate, as shown below. To reference or pass along previous conversations, users can send the full notes section history in an email.
To learn more, go to Internal Note or search for "team notes."
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MTS Code Generator
The MTS Code Generator add-on helps you automatically generate accurate codes for invoices, profiles, customers, quotes, and more automatically for any records according to the rules you set. Avoid manually entering codes and accidentally making crucial typos or confusing duplicates.
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Webhook Integration
Webhooks allow communication with third-party applications by sending instant web notifications every time an event occurs in your SuiteCRM. With the Webhooks Integration, you can configure HTTP URLs and associate them in workflow rules to automate the entire notification process.
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