Prospect Follow-up Card - Financial Planning (Australia) Mobile App
Just met a prospect and promised to follow up with them later?
Features
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Image Capture
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Submission Editing
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Reference Data
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Dispatch
Use this handy app to capture their details and create a reminder of what to do and when. Even take a photo of their business card! Add or customise details as you need.
Category: Finance & Insurance Professional Services Financial Planning Services General Finance & Insurance Customer Service Management
- Created by: Team GoCanvas
- Type: Records
- Language: English
- Country: Australia
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iPhone, iPad -
Android -
Windows