Benefits of Multiple Branch Management
Define branches in Leads and Opportunities for accurate multi-unit sales tracking.
Analyze your Sales Pipeline by grouping and filtering leads by their respective branch.
Seamlessly manage multiple operating units or sales locations within one database.
Instantly toggle between different branches using the top-navigation switcher.
Restrict sales access to localized teams and maintain data privacy via Branch Record Rules.
Assign branch records to Partners to segment customer data by location.
Automatically filter CRM records and sales reports based on the active branch.
Other Configuration
To use this module no technical knowledge is required. Just install module and functionality is ready to use. For more customization and help contact us.