The [Applications] section is used to process and store applications for your products. All actions required to close the deal are performed in this section. Here, you can manage customer applications, view the application history, general information about customers and selected products.
Views
The section has several views:
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– a list of applications. displays applications as a list of records. All list columns are described below in the context of the application page. -
– application analytics. displays various indicators used application analysis.
Contents
•How to work with applications
How to fill in deal participant application form
•How to configure validation actions
The [Participants and documents] tab
The [Attachments and notes] tab
See also
