IBCRMEguru

Key features of the mobile app are: • Opportunity creation: DSM/DSE can create or update an opportunity for each customer and can take all details of the customer, like contact information, account information, financial information, and lead classification details. • Contact and Account Creation: Users can create contacts and accounts that can be linked to opportunities while they are being created. • Activity creation: For every opportunity, an activity has been created to track the status of the opportunity. • Lead classification: In this, the user can conclude the possibilities of purchasing the particular vehicle in the month. • Calendar: All activities of DSM/DSE can be viewed as per sales stages. It has a view and a day view. • Offline: While creating an opportunity, the contact and account user can save it as a draft offline.