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E-Mail Attachments from Documents
Pick ECM documents and attach them to email forms without page reload.
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Time & Attendance Control — Employee Clock In/Out
Professional working time recording module compliant with Spanish Royal Decree-Law 8/2019 and the EU Working Time Directive. Employees clock in, out and manage breaks in one click from a real-time dashboard. Admin panel with filters and export to CSV, Excel and PDF. Includes precise break tracking, automatic net hours calculation, IP logging, granular permissions and EN/ES/FR support.
320.00 €
Prospecting follow-up Kanban
c6195d20230428181528
The Prospecting Tracking Kanban module is a visual management tool designed to help track and organize sales prospecting activities. It lets you view leads and opportunities at different stages of the sales process, assign tasks to team members, and track progress.
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Description & Fonctionnalités
Prospecting follow-up Kanban
Below are the main features of Module: "Prospecting tracking Kanban": 1- The filter: The filter functionality of the Kanban prospecting module allows users to sort and display relevant information according to specific criteria. By applying filters such as status, contact date, lead, or lead source, teams can easily identify priority opportunities and tailor their sales approach accordingly. This feature helps improve the efficiency of the prospecting process by providing a personalized and targeted view of critical data for decision making. 2- Comments: The comments feature of the prospecting Kanban module facilitates communication and collaboration within the team. It allows members to exchange information, updates, and ideas directly on lead cards, ensuring clear and consistent tracking of interactions with every lead. This feature improves the efficiency and transparency of the prospecting process by centralizing communications and keeping everyone informed. 3- Managing tags and categories: The tags and categories functionality of the prospecting Kanban module makes it possible to classify and organize prospects according to customizable criteria. Tags offer a quick way to identify common characteristics or priorities, while categories structure prospects into larger groups. These features improve opportunity visibility and management by making it easier to find and track relevant leads for every team member.
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Installation
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Démonstration
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Mises à jour et disponibilité
Les mises à jour correctives du module seront publiées sur le dolistore.
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Support
We are available for any questions.
If you have a problem with the operation of the module, please give us detailed information so that we can understand and reproduce the behavior. Email: h.nouib@nextconcept.ma |
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More than 100 Modules available in Dolistore:
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), paramétré (
) si besoin depuis la page de configuration des modules et enfin utilisé.If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org