Singlife SRM 4+
AAPL DIVESTMENT PTE LTD
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- 免費
iPad 截圖
簡介
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.
新內容
版本 6.0.42
Minor Bug Fixes.
App 隱私權
開發者「AAPL DIVESTMENT PTE LTD」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊，請參閱開發者的隱私權政策。
不收集資料
開發者不會從這個 App 收集任何資料。
隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解
資訊
- 供應商
- AAPL DIVESTMENT PTE LTD
- 大小
- 67.4 MB
- 類別
- 財經
- 相容性
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- iPad
- 需要 iPadOS 12.3.0 或以上版本。
- Apple Vision
- 需要 visionOS 1.0 或以上版本。
- 語言
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英文
- 年齡分級
- 4+
- Copyright
- © 2022 Singapore Life Ltd.
- 價格
- 免費