The application displays the regulations of work in the Lead entity form, Deals entity form, Invoices and Quotes entity forms, as well as the Smart Process entity form.
You can set up specific regulations for each stage.
You can add pictures and videos to the text of the regulations.
There are almost always a series of questions that a manager asks a client when they call. The application allows you to prepare them in advance and shows them directly in the call window.
