Handle CRM

• Simplified Interface Options
• Quick Entry - Open in Agent
• Quick Entry - Automate Your Data Entry
• Account Grouping: Roll Up Account Activity & See It From One Account
• EDA & FMiD Integration
• Target
• Save Over
• Attachments Carousel View
• Satisfyd Integration
• Calendar Drag and Drop: Efficient Reminders and Scheduling
• Kenect Integration
• PO Data and PDF Integration
• Lead Management
• Quick Entry - Add New Item
• Activity Feed
• Teams
• Tab Navigation
• Handle - CRM - Outlook for Handle
• Account Management and Assignments
• Campaign & Survey Automation
• Handle Agent
• Making EDA/UCC Filings Actionable – Integrating EDA Account Profiles
• Calendar Sync with Microsoft 365
• Pipeline Advanced Reporting: Speed to Close
• Mapping in Field Sales Calls
• Workflow Data Selector
• Quick Entry
• Flow Screen
• CLG Integration – Turn CLG Data into Actionable Opportunities
• Calendar Integration
• Quick Entry - Comments
• Comment Block
• Keyword Search
• Thresholds by Hours/Minutes
• Pipeline (Handle CRM)
• "My Assigned" Filter
• Microsoft Single Sign-On