1) Leads and customers: Add a dropdown to change the owner of the lead/Customer, should reflect in both leads and customers
2) Invoices: It should auto-generate the monthly invoice before 14 days
There should be a notification to the client through mail 14 days before the due date, before 7 days of the due date and 3 days 1-day same day
Next day of the due date. (The mail shouldn't go to a client who has already paid)
3 consecutive days
1 week later
14 days later
3) By default on the invoice, it should only mention **Social Media Promotion/Campaigning** on bill/Invoice (It should not show actual Product)
(Default Product/Item should be Social Media Promotion)
4)For customer by default only 2 payment methods PayPal and Paytm (QR code scanning)
Offline payment method should be only allowed for admin/employee.
5) Employees: there should be a employee > upline manager > upline manager 2 (director) > admin
Add field in employees
1) Add > Department
2) Add > Vertical/Business Unit
Employee wise is already there
Add > Manager Wise and (upline manager 2) Director Wise
Vertical/Business Unit wise.
7). Recurring Invoices– Adjustment amount on the invoice should be on the first invoice only.
6 фрилансеров(-а) в среднем готовы выполнить эту работу за ₹29287
I will get the Perfex CRM customized for you as per your given set of requirements. Please get in touch to discuss more in detail and start with the work ASAP
Hi, We can do changes to your CRM website as we have 7+ yrs of experience in web design n development. Kindly share details to me. I am here for further discussion. regards