Mokas SalesPipe

by MokasIT

Intuitive and powerful sales pipe management for SuiteCRM opportunites

Cancel at any time!
Free Trial

Installation Guide

Installing the Add-on

1. Login

Login as an Admin and go to Admin Account -> Developer Tools and Click on Module Loader

Module Loader.png

2. Package Download

Download installation package from store.suitecrm.com and load it via Module Loader load file.png

3. Install

Click Install on the loaded Module.

install 1.png A new window will open, enter your Licence Key, and click Validate.

install 2.png

Click Commit to finish the installation.

instal 3.png

4. Rebuild

Go to your Admin account and click on Repair, then in the newly opened window, select Quick Repair and Rebuild.

repair.png

Rapair and rebuild.png

5. Repair Roles

Access to the SalesPipe config is denied in some cases unless you repair roles. Repair Roles.png

Finish!

Saving Comment Saving Comment...
  • Supported Versions
  • 7.0.0 to 8.6.1
Rating

  • "Works perfect. Great tool for effective sales process management." - Jozef

    Read More Reviews

Other add-ons of interest

Glances - Integrate SuiteCRM with all your apps

The simplest way to work™. Glances integrates SuiteCRM with all your favorite workplace apps, acting as your go-to hub for real-time customer insights and personal tasks.

Featured

Sales Commissions

Calculate Sales Commission - Incentives for your Team or Individually.

Profile Scoring

Profile scores allow customer-facing teams to prioritize and pay attention to significant (potential) customers.

Rating
Productivity Reporting Sales Opportunity Management pipeline Kanban view TOC sales management