In Creatio, all features needed for working with applications are concentrated in a single system section. The [Applications] section stores all customer information starting with the initial customer need and up until the deal closure. Applications contain vital information about the deal participants, such as their roles, credibility and product details.
Creatio has a default application processing case designed for consumer loans with preconfigured tasks and user hints. It includes:
1.Product selection
2.Filling in the application form
3.Validation
4.Deal closure
You can modify the existing case or set up other cases in the section via case designer.
Contents
