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
autor 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/
Mogućnosti aplikacije
Kada se ova aplikacija koristi, ona
- Može slati podatke putem interneta
- Ova aplikacija može pristupati osobnim podacima u aktivnoj poruci, kao što su tijelo, predmet, pošiljatelj, primatelji i informacije o privicima i mijenjati ih. Ostale stavke u poštanskom sandučiću nije moguće čitati niti mijenjati. Pregledajte pravilnik o zaštiti privatnosti razvojnog inženjera za detaljnije informacije o upravljanju osobnim podacima i njihovoj obradi.
Na prvi pogled
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