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Sangam CRM Community
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2 contributions to Sangam CRM Community
Mar 29 inÂ
How to Add Client Name on the Top Left side of the Quotation ?
Dear Sangam CRM Team, I want to Add client name on each quotation but i am not able to do this please anyone solve this problem. Thankyou
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New comment Mar 30
Oct '23 inÂ
Assign a lead to more than 1 Sales Person
Dear Sir and Maam 1. From last 1month i am using Sangam CRM and i am very satisfied. But in my company we assign one lead to more that one sales person, and on sangam crm there is no any option for the same, is there any option so i can enable if isn't so please add this type of option. 2. And i want to change quotation format according to our company's format, what should i do.
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New comment Oct '23
0 likes • Oct '23
@Pavan Joshi But in many companies, 2 or more people work on one lead. I want to say that there should be an option of multiple assignment system. I mean when we turn on the option we assign more people to one lead and when we turn off the option we assign one lead to one person.
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@mohammad-abid-9869
Mohammad Abid
R&D Team (Marketing)
Citadel Building System Pvt Ltd
+91 9616689515
Active 13d ago
Joined Sep 28, 2023
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