Grant specific users permission to access confidential client information
When creating targeted marketing or sales initiatives, Luxor CRM users can now copy and share specific views with other members of their organization.
When advancing a client from a lead to an opportunity, Luxor CRM will automatically generate a new opportunity, organizations and contact record with the pre-specified information by your admin.
A few new additions to reports: users can now group by and calculate fields.
Users can send customized e-mails to individual contacts after selecting an e-mail from the mail templates. The pre-populated e-mail will pop up in a window and users can make changes before sending.
Spell check functionality in Luxor
This function takes the user directly to the Google Maps page of addresses saved in the database
This function allows users to set activity and no-activity alerts for themselves based on different activity and frequencies.