9 results in 0.0034 seconds.
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Multi-select dropdown
We are a transport company and one of our competitors has went out of business today. This has presented an opportunity, however it is proving difficult... -
Email query
I have noticed that the email function seems to work differently depending on the lead but have not managed to find a pattern...
When sending... -
Moving leads/calls/scheduled tasks to a new user
One of the sales people has left the business and I would like to assign all of their leads etc to one of the other sales people but I cannot seem to... -
Search filter is not working after paginate
Hi
I face this issue in all grid listing pages of ESPO CRM
Like users , lead , my custom entity grid list.
I changed... -
Workflow for Lead create related record Case not showing Full Name
It's not possible to choose Full Name (first name & last name) of the Lead when creating the following workflow.
Target: Lead
Action:...Last edited by shef; 06-13-2019, 09:12 AM. -
Tab List with Leads by Status
Hello everyone,
I'm trying to add shortcuts for my team on the left menu.
What I basically want is to be able to access directly the different... -
Follow-up leads
Hello!
Thanks in advance for the answer. Is there a possibility to alert internal users with a reminder/email when a lead is inactive for... -
Question about campaigns
I understand the flow of an entity is lead > opportunity > account & contact. firstly if this is wrong then please correct me.
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converting contacts to leads
I just got started with espocrm and so this is likely a silly question: It's my understanding that potential clients should be initially added as leads,...