https://store-images.s-microsoft.com/image/apps.21000.a0ee582c-5fa8-4ff0-ad5e-1f55cb4dc24a.c096132c-2780-4822-a9b4-3217704c5891.c95d7ea1-3b49-468c-8b4c-efb36a38012d.png
Adviser Cloud Assistant
avaldaja Adviser Cloud Limited
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Save emails against clients. Add new clients, View existing client information.
A supportive Add In which allows Adviser Cloud users to manage contact with their clients.
Features include:
- Save emails to the Adviser Cloud Contact Log.
- View clients details.
- Add clients to the Adviser Cloud CRM.
This Add In is dependant on having an Adviser Cloud Account, if you don't have an account, you can book a demo or learn more about our services here: http://advisercloud.co.uk/
Rakenduse võimalused
Kui seda rakendust kasutatakse, see
- Saata andmeid Interneti kaudu
- See rakendus pääseb juurde aktiivses sõnumis olevatele isikuandmele, nagu sisu, teema, saatja, adressaadid ja manuste teave, ning saab neid muuta. Muid teie postkastis olevaid üksusi ei saa lugeda ega muuta. Lisateavet selle kohta, kuidas isikuandmeid hallatakse ja töödeldakse, vaadake arendaja privaatsuspoliitikast.
Lühiülevaade
https://store-images.s-microsoft.com/image/apps.20752.a0ee582c-5fa8-4ff0-ad5e-1f55cb4dc24a.c096132c-2780-4822-a9b4-3217704c5891.2cb998f4-715b-4c6b-8020-7d075a6a52bd.png