Search

2018/04/23

What is the COLLABORER button in Simple CRM for?

This button allows you to send an e-mail with direct access to the selected workspace.

You can thus propose to a colleague to complete a Company / Contact form, to modify the budget of an Interaction, or to examine the result of requests made via the Interactions, Documents, Areas of Interest (Queries) and Analytics entities.

Practical example of using Simple CRM's COLLABORER button below. In this example, I create a list of leads to contact for a colleague and I pass this list to him thanks to the COLLABORATE button.

My colleague will receive this list, click on the link and will arrive in this selection.

No comments:

Post a Comment

We will usually reply within 04 – 24 hours (but Saturday and Sunday)