Administrator
- How do I plan tasks to followup the Pipeline request ?
- How to duplicate a Pipeline request for internal referral?
- How do I register a request with multiple providers ?
- How to followup on requests coming in via an external contact center
- Pipeline | How do I ensure that the request is properly followed up?
- How do I convert a Pipeline profile into an active member to my community ?
- How to select the Pipeline requests I'm looking for ?
- Request | How to register a quick request (digital post-it) ?
- CLM | Terminology CLM
- How to upload contract templates ?
- How to generate a prefilled contract ?
- Pipeline | How do I create a new contact person ?
- CLM | The personae ‘contact’ and ‘prospect’: what’s the difference ?
- Request | How do I register a new pipeline request ?
- Request | How can I register a request in another language?
- Pipeline | How do I uniquely identify if the person already exists in our organisation ?
- Request | How do I create an additional pipeline request ?
- Pipeline | How do I consult the status and details for an open request ?
- Pipeline | Who should I assign as responsible ?
- Can I assign another colleague as responsible ?
- Pipeline | What am I expected to do in order to successfully fulfil the request?
- Pipeline | How do I create the first task to manage the request ?
- Pipeline | How do I register and assign a next follow-up task to fulfil the request ?
- Pipeline | How do I followup tasks assigned to me ?
- How do I consult the tasks assigned to me ?
- How do I assign a task to a colleague ?
- Why and where do I register all information related to the referer ?