How to create advanced workflows Workflows allow you to design and customize the CRM process to meet your specific business needs. You can breakdown your business...
Add custom tables to CRM The ability to build a Custom table in your database is a powerful tool. No two businesses are completely alike....
Use a international currency in CRM Your Soffront CRM supports multiple currency types. Using the Corporate Currency setting helps you to easily handle transactions in the global...
Setup parent child field Mapping to Auto-Fill information Setup parent-child field mapping to Autofill field values. This will automatically pull data from the parent record and fill in...
Lead scoring What is Lead Scoring? Lead scoring is an analytical method of ranking your Account leads against a scale. Higher the...