Some users select Company and Then select Contact from another Company by mistake in the lead module. Can we prevent this. Even in opportunity module same thing happens.

The Tally Connector feature is great. I found it extremely helpful. In tally connector in ledger configuration, new ledgers is showing 0 even though I have linked only 119 ledgers out of 4555 ledgers. In item configuration, it is properly showing new items. Please check the attached screenshots. Thank you.

🏢 Organization Name: Aashray Infratech Solutions - Mumbai 🏆 Industry Expertise: IT Services, Education, Finance. 🔍 Implemented CRM in the following organizations, 1. VND Wealth P. Ltd - [Industry: Investment Management] - Ms. Nupur Desai 2. Aashray Infratech Solutions - [Industry: IT Consultant] - Mr. Rajesh Agrawal 3. Prajapati BKI vidyalaya - [Industry : Education] - Ms. BK Bindu If you're interested in learning more about their services or wish to discuss your specific business needs, feel free to get in touch with Mr. @Rajesh Agrawal 💬 Message in Community: https://www.skool.com/@rajesh-agrawal-7859?g=sangamcrm 📧 Email: [email protected] 🌐 Website: https://www.aashrayinfra.in/

Hi i am Akshay from Maxwell Healthcare from Delhi Deals in Hospital Furniture and Mobility Aids Products Since 2009.

managing customer relationships, sales, and support can be a complex and demanding task. That's why Sangam CRM has powerful Dashboard that can simplify your daily activities and provide you with valuable insights: the CRM Dashboard. For More Details - https://www.enjayworld.com/blog/definitive-guide-to-crm-dashboard-for-sales-and-helpdesk/