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Sangam CRM Community

2.6k members • Free

13 contributions to Sangam CRM Community
Contact fields to auto-update in call.
So I have synced my calls and it's showing the correct name from contacts module. But how do I update all the contact details automatically into the call module so that I don't have to add for each individual call? Is there a feature by which, even incoming calls get all the info from contacts field after mapping?
Contact fields to auto-update in call.
0 likes • Jun '24
@Zenith Doshi
0 likes • Jun '24
@Zenith Doshi Still showing the same after deleting and creating the same! Done in 'one to many'
Mass delete of company
After a few trials, I have realised we do not need data in company module. I tried to doing mass delete, but there is no notification (option is selected in studio). I tried deleting several times but still it exists. Any help on how to remove it! TIA (screenshots attached below)
Mass delete of company
0 likes • Jun '24
@Pavan Joshi still it is showing this...
0 likes • Jun '24
Issue is resolved. Thank you @Rahul Rafaliya @Pavan Joshi !!
Calculation of interest
I had a query if I could calculate interest in this platform on late payment of EMI installments. Bascially, if there is any late payment, the outstanding amount of a defaulter should automatically show with the late fees and interest.
0 likes • Jun '24
I want to calculate interest on late payments in CRM. This is for unsecured loans being provided to customers on EMI basis. I just had a doubt if this can be implementated
0 likes • Jun '24
@Zenith Doshi so first, the EMI with internet should be calculated for each month. Then there should be addition of interest on late payment (for the specific EMI).
We are closing Sangam CRM skool community
We would like to inform you that the Sangam CRM skool community will be closing. However, we are committed to providing ongoing support and addressing any queries you may have. To continue receiving assistance, we invite you to join our alternative group, SANGAM CRM DISCUSSION (Whatsapp) group. If you are not already a member, please use the link below to join the group. https://chat.whatsapp.com/Bhrl4zwWAPkL53tpXkO7m0 Thank you for your understanding and cooperation during this transition. We look forward to continuing to support you in our new discussion group.
0 likes • Jun '24
Then how to access the classroom videos?
Upload Contacts and Accounts with a single upload
Hello, I was trying to upload data into both contacts and accounts with a single import of data. Though I tried impoting in contacts, it leaves most of the places blank. If anyone has some other method of doing so, please share. TIA
0 likes • May '24
[attachments]
1 like • May '24
Got it solved as I have discussed and decided that company details/module is not required. Thank you for your time!
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Kuldeep Surana
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7points to level up
@kuldeep-surana-8166
We support business owners with unsecured loans

Active 455d ago
Joined Feb 12, 2024
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