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  1. Cubigo
  2. Customer Lifecycle Management
  3. Administrator

Administrator

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  • 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 ?
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