Singlife SRM 4+
AAPL DIVESTMENT PTE LTD
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- 免費
iPad 螢幕截圖
描述
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.
最新功能
版本 6.0.31
Minor Bug Fixes.
App 私隱
開發者表明AAPL DIVESTMENT PTE LTD的私隱慣例或包括下列資料的處理。詳情請參閱開發者的私隱政策。
不收集資料
開發者不會從此 App 收集任何資料。
私隱慣例或因使用的功能或年齡等因素而異。進一步了解
資料
- 供應商
- AAPL DIVESTMENT PTE LTD
- 大小
- 67.4 MB
- 類別
- 理財
- 兼容性
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- iPad
- 須使用 iPadOS 12.3.0 或以上版本。
- Apple Vision
- 須使用 visionOS 1.0 或以上版本。
- 語言
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英文
- 年齡
- 4+
- Copyright
- © 2022 Singapore Life Ltd.
- 價格
- 免費