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Customization

  • 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...
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