CREATE SEARCHABLE AND FILTERED ACTIVITY TABS IN SUPEROFFICE CRM
LEARN HOW
Filter on types, search the result and find.
SEARCHABLE AND FILTERED SUPEROFFICE CRM ACTIVITY TABS
All the communication you have with your customers is nicely stored in SuperOffice CRM. After a while finding the right activity, document or sales can be hard.
With Panels you create extra activity panels which are optionally pre-filtered with just the information you need. These panels are even searchable so you can find the information quickly. And as a bonus we have added a special birthday panel, so you will see all upcoming birthdays.
POWERFUL FEATURES
Create a filtered document tab showing your proposals, contracts or whatever document type you want
Create new versions of existing documents or create a PDF document with one mouse click
Get a clear overview of all the contacts you have mailed
SEE WHAT IS IMPORTANT TO YOU
Extend SuperOffice CRM with pre-filtered views of activities, documents, sales and mailings.
GET STARTED IN 3 SIMPLE STEPS
1
Sign up
2
Set filters
3
Be organized
