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
avtor: 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/
Zmogljivosti aplikacije
Ko je ta aplikacija v uporabi, lahko
- Pošilja podatke prek interneta
- Ta aplikacija ima dovoljenje za dostop do osebnih podatkov in za spreminjanje osebnih podatkov v aktivnem sporočilu, kot so telo, zadeva, pošiljatelj, prejemniki in podatki prilog. Drugih elementov v vašem nabiralniku ne more prebrati ali spremeniti. Preglejte razvijalčev pravilnik o zasebnosti za več informacij o načinu upravljanja in obdelave osebnih podatkov.
Hiter pregled
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