You can transfer objects related to the project to one person. There is no need for a single project to associate an object with a number of manual transfers. Just check the objects you want to transfer.
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!
Electronic signatures are just the beginning. DocuSign makes any workflow or approval simple, secure and fully digital, so you can get on with your business, and your life.
Moneris quick pay, fast access service, customer order sent to the payer's mailbox in one click, convenient to handle your electric business, payer payment is guaranteed!
Intuitive and accurate to see the company's operating conditions, for your future plan of the company to provide accurate reference.
If you are still struggling with a potential customer management solution, potential customers can solve this problem for you. Use this software package to focus on managing potential customers on the CloudCC platform. Download now!
Customer life cycle main source is the view from the customer, to see the customer under the contract amount, the receivable amount of make out an invoice amount, etc., can detailed intuitive to see a customer's overall life cycle process.
Set your opportunity maximum durtion to update. Trigger the auto-recall process when no update during the period. This app will help to improve your opportunities win rate.
A small helper that helps users distinguish the urgency and importance of this week's events.