How handle sales agents?

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  • Caygri
    Junior Member
    • Feb 2021
    • 9

    How handle sales agents?

    Hello,
    I'm looking for a CRM to handle sales agent.

    My sales agent do:

    * add lead and client
    * send proposal
    * send automatic reminder by sms and email
    * every month tell me how much I need to pay to sales agent
    * setup time of subscription of service

    How can I do on espocrm?
  • victor
    Active Community Member
    • Aug 2022
    • 740

    #2
    This is a very broad request, and if you plan to configure everything yourself, you should have more specific topics for each request. Or it is better to search for already existing topics for each request. I advise to search through Google, adding "EspoCRM" to the search query.

    If you want to find a customizer who will help you with the setup, then here you go: https://forum.espocrm.com/forum/job-.../find-customer.
    Last edited by victor; Yesterday, 02:42 PM.

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