Single Entry – Workflow

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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… +

demo_-_single_entry_pdf

Select an account or add a prospect…

demo_-_single_entry_-_account_search

View account activity… (all departments)

demo_-_single_entry_-_activity

Select to record notes as a call…

demo_-_single_entry_-_record_call

 

Enter your notes…

demo_-_single_entry_-_enter_notes

 

Notify or alert team members to act…

demo_-_single_entry_-_notify_and_alert

 

Customizable next steps…

demo_-_single_entry_-_customize

 

e.g. Schedule call or start a deal…

demo_-_single_entry_-_example

 

Start a JDQuote…

demo_-_single_entry_-_quote

Start an MFPro assessment…

demo_-_single_entry_-_mfpro

Start any other form you have access to…

demo_-_single_entry_-_add_something

View what other team members are doing…

demo_-_single_entry_-_view_activity

Link your notes to related activity…

demo_-_single_entry_-__link

Single Entry – Workflow

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