ESPO CRM Customization
Budget: ₹1,500 – ₹12,500 INR
ESPO CRM Customization
Changes in the following module
Lead - Cases, Documents
Opportunity - Need Accounts on Detail and List page
Cases - Lead, Contact, Accounts
Documents - Lead, Contact, Accounts
Lead, Calls and Accounts teeno me Opportunity, Case, Documents, Detail and List both
New Menu Arrangement
Accounts
Contacts
Leads
Calls
Opportunities
Cases
Tasks
Documents
Email
Change Case Type
Claim
Endorsement
Change of Bank
Transmission
IEPF
Lost Certificates
KYC Update
Nomination
Others
Changes in the following module
Lead - Cases, Documents
Opportunity - Need Accounts on Detail and List page
Cases - Lead, Contact, Accounts
Documents - Lead, Contact, Accounts
Lead, Calls and Accounts teeno me Opportunity, Case, Documents, Detail and List both
New Menu Arrangement
Accounts
Contacts
Leads
Calls
Opportunities
Cases
Tasks
Documents
Change Case Type
Claim
Endorsement
Change of Bank
Transmission
IEPF
Lost Certificates
KYC Update
Nomination
Others