icon Book a Call search-icon
Share counter 0 SHARES
Blog post

New Release – 28th MARCH 2021

29 Mar, 2021 | Release Notes

Get A Consultation

New Feature

Feature 1: Workflows for CRM Opportunities and Leads

Impact area: CRM

Introduction: With this release, DEAR is expanding its workflow module In order to facilitate automation of some CRM function. The Workflow module can now be used to automate lead conversion, automate opportunity conversion, and program automated notifications to users to streamline the sales process.

Prerequisites:

Functionality:

  • In the DEAR menu, click Settings → Automation → Workflow.
  • On the Workflow List page, click Add New Workflow.
  • On the New Workflow page, enter a name for the workflow, then select the workflow type – you can now select Lead and Opportunity. Please see documentation for further details.

More information:

Recent Posts

Blog post Benefits of Order Control Software

08 Apr, 2021 | Business Tips, Inventory Management

Read more icon
Blog post Understanding the Key Factors Affecting Inventory Control for eCommerce Businesses

01 Apr, 2021 | Business Tips, Inventory Management

Read more icon
Blog post How Does Inventory Management Affect Cashflow?

25 Mar, 2021 | Business Tips

Read more icon
Blog post Pros and Cons of Holding Excess Inventory

18 Mar, 2021 | Business Tips, Inventory Management

Read more icon

#1 Rated Cloud ERP Software in USA

Get a big picture view of your business, without losing sight of the details. DEAR makes enterprise-level inventory management, manufacturing, sales channel integration, reporting and more accessible to businesses of all sizes.

Start Free 14 Days Trial