We are proposing a new screen to capture information faster and streamline processes. This short video will highlight some of the key changes. Plus, additional screen shots are below.
One button and tab to end them all… +
Select an account or add a prospect…
View account activity… (all departments)
Select to record notes as a call…
Enter your notes…
Notify or alert team members to act…
Customizable next steps…
e.g. Schedule call or start a deal…
Start a JDQuote…
Start an MFPro assessment…
Start any other form you have access to…
View what other team members are doing…
Link your notes to related activity…
Single Entry – Workflow