Improved Phone Dialer
You asked, we delivered.
- Use a dialpad to enter extensions when you make calls.
- Stay on message by going over call scripts side-be-side while making your call.
Required Fields for Workflow Stages
- Define important data points for your workflow steps.
- Specify that those important data points are entered before a record is moved to the stage.
Send Agreements for Digital Signature
- Define templates for your agreements.
- Send agreements to prospects and clients for signature.
- Enable prospects and clients to sign the agreement online.
- Get notified when agreements are signed.
