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
oleh 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/
Kemampuan aplikasi
Ketika digunakan, aplikasi ini
- Dapat mengirim data melalui Internet
- Aplikasi ini dapat mengakses dan mengubah informasi pribadi di pesan aktif, seperti isi, subjek, pengirim, penerima, dan informasi lampiran. Item lainnya di kotak surat Anda tidak akan dibaca atau diubah. Tinjau kebijakan privasi pengembang untuk mengetahui informasi selengkapnya tentang cara pengelolaan dan pemrosesan informasi pribadi.
Sekilas
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