Templates | Customer Relationships | Sonadier

Published by Sonadier Forms

Last updated 3/04/2016

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Customer Support Sales & Marketing

Customer Relationships

Customer Relationship Management (CRM) with Forms. Includes the Contacts and Affiliate Organization Templates, and a Leads Form with fields for:

Contact
Status
Source
Assigned User
Notes

Also includes an Opportunities Form with fields for:

Name
Account
Stage
Close Date
Probability (%)
Amount
Discount
Assigned User

Opportunities

Name
Account
Stage
Assigned User
Close Date
Probability %
Amount ($)
Discount ($)

Leads

Contact
Status
Source
Assigned To
Notes

Includes