Other leads
When installing the widget, an additional tab Other Deals appears in Deals, where you can view other deals of related Contacts and Companies.
Key features and capabilities of the widget:
1. Display only current deals or all deals, including successfully and unsuccessfully completed ones;
2. Option to display only Company deals, only Contact deals, only the main Contact, or only the selected Contact;
3. Option to show with or without breakdown by contacts;
4. Display customers if they are linked to the selected contact;
5. Display the date and time when deals and customers were created;
6. Ability to navigate to the standard deal list for the selected Contact or Company;
7. Ability to select deals and merge them using standard amoCRM tools.
How to install: Check the box next to “I agree to the transfer of personal data from amoCRM to bizandsoft” and click the "Install" button.
IMPORTANT! The widget is Free.
Do you have any questions?
If you have any questions, fill out the feedback form and our specialist will call you back as soon as possible.
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