Thanks to our new building block, you can create B2B sales tasks from any application element, and the data for this is provided by the built-in company database, where you can even perform filtering by activity!
Creating a valuable task from the built-in company database element
- List the valuation tasks associated with the given application element
- A new valuation task can also be created associated with the given application element. In this case, the system directs to the normal built-in company database section, while showing in blue on top which application, to which element the task will be linked. The valuation task will be a filtered list from the built-in company database that can be narrowed down by several filter criteria.
- The created task can also be accessed from the Company Database page, but in blue it is visible to which application element it was linked, clickable, leading to the application element.
- Sales tasks related to the company database can now be deleted.
- The page listing sales tasks has become more organized.
- The free text search function has been improved.