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Sales reps on vacation or sick leave? Designate a person who will receive temporary access to the customer information and activities of the absent user, including phone calls, meetings and so on.
Granting permissions to view and edit records supports continuity of customer relationships during holidays, business trips or illness. After returning to work, the account manager keeps the knowledge of the activities carried out in their absence, while the substitute loses access to another user’s area of the system.
Licensing: 12-month subscription per CRM instance, with updates and bug fixes included during the subscription, under the eVolpe Modules Master Subscription Agreement. Prices are net (excluding VAT).