0
1.0.3
Vancouver
Engage application is a simple way to plan and manage executive customer related activities before, during, and after the engagement.
This application is useful for executives and their back-office staff to stay on top of complex schedules, track customer contacts, share engagements across groups while one can still control the privacy of information for Executive's contacts and customer data.
- Executive Briefs / Customer Data
- Tasks Tracking
- Live Notes & Meeting Transcripts
- Custom Access Groups & Management
- Back Office Support Workflows
- Flagging of Public/Private records
- Contacts Profile/Personal Client Data
- New
- Changed
- Fixed
- Removed
- Required plugins and products
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Sales Force Automation application template (com.snc.sfa2)
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