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Shariq Ansari 2024-03-28 11:10:54 +05:30
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README.md
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@ -24,7 +24,7 @@
- **Views:** Create custom views which is a combination of filters, sort and columns. - **Views:** Create custom views which is a combination of filters, sort and columns.
- **Pinned View:** Pin important leads and deals in the sidebar. - **Pinned View:** Pin important leads and deals in the sidebar.
- **Public View:** Share views to all users. - **Public View:** Share views with all users.
- **Saved View:** Save views for later use. - **Saved View:** Save views for later use.
- **Email Communication:** Send and receive emails directly from the Lead/Deal Page. - **Email Communication:** Send and receive emails directly from the Lead/Deal Page.
- **Email Templates:** Create and use email templates for faster communication. - **Email Templates:** Create and use email templates for faster communication.
@ -34,8 +34,8 @@
- **Assignment Rule:** Automatically assign leads and deals to users based on the criteria. - **Assignment Rule:** Automatically assign leads and deals to users based on the criteria.
- **Tasks:** Create tasks for leads and deals. - **Tasks:** Create tasks for leads and deals.
- **Notes:** Add notes to leads and deals. - **Notes:** Add notes to leads and deals.
- **Call Logs:** See the call logs with call details and recording. - **Call Logs:** See the call logs with call details and recordings.
- **Twilio Ingegration:** Integrate Twilio to make and receive calls from the CRM. - **Twilio Integration:** Integrate Twilio to make and receive calls from the CRM.
## Getting Started ## Getting Started