Singlife SRM 4+
AAPL DIVESTMENT PTE LTD
-
- 免费
iPad 截屏
简介
Affinity's Sales Relationship Management (SRM) helps our financial advisers and manager and track their self-generated and Singlife-assigned leads.
Key Features:
1. User self-generated prospect
2. Personalized dashboard overview of user existing prospects’ status
3. Call Prospect
4. SMS/Email Prospect
5. Schedule meetings and calendar view for the user’s schedule.
6. Prospect status update
7. Comprehensive information of prospect details, history of each call/sms/email and schedule with given feedback on each.
8. Integration with eFNA to complete needs analysis of prospect.
Requirements for use:
• Apple iPad with iOS 13.0 (or higher) installed
• WIFI or 3G/4G data connection
• Only advisers and supervisors who are existing users of the Singlife Online portal are able to log in and use this app.
新内容
版本 6.0.31
Minor Bug Fixes.
App 隐私
开发者“AAPL DIVESTMENT PTE LTD”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策。
未收集数据
开发者不会从此 App 中收集任何数据。
隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多
信息
- 提供者
- AAPL DIVESTMENT PTE LTD
- 大小
- 67.4 MB
- 类別
- 财务
- 兼容性
-
- iPad
- 设备需装有 iPadOS 12.3.0 或更高版本。
- Apple Vision
- 设备需装有 visionOS 1.0 或更高版本。
- 语言
-
英语
- 年龄分级
- 4+
- Copyright
- © 2022 Singapore Life Ltd.
- 价格
- 免费