Your Sales Reps will love it!
Leo: "your CRM Assistant" makes CRM updates faster, easier, and safer by letting sales reps work through natural language while preventing records from being linked to the wrong contact, lead, or account.
Installation Guide
Steps
- Admin → Module Loader → Upload the add-on package.
- Click Install and confirm prompts.
- Admin → Repair → Quick Repair and Rebuild (optional: Rebuild JS Grouping Files).
Rollback (if needed)
- Uninstall via Module Loader and restore your backup.