Staff 360 view, superiors can see the work of subordinates, in the form of visual display of work performance. Statistics of the number of customers in a period of time, sum up the amount of business opportunities, the amount of the contract, the actual amount of payment. You can also show the ratio of an employee to someone else. So convenient, flexible functions, what are you waiting for? Download it to your CloudCC!
An elite financial planner is a pool of financial advisers. When there is a potential customers through customer service after selected the intention of city, the system will automatically match in the best financial planers pool a city with the same properties of financial planner, and will be assigned to the customers financial planner, elite financial advisers have preferential access to potential customers. The center is responsible for maintaining the pool of financial planners and refreshing the entire pool of financial advisers by uploading attachments.