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Risser

Risser

著者： Podcraftr
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 How's Your Pulse is an internal podcast for Sales Executives at Fidelity National Financial across all brands. Pulse is the CRM all operations use. The podcast will share new feature releases as well as tips for maximizing Pulse to build better relationships and generate more orders.Copyright Podcraftr 社会科学
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  • Ad Hoc Company

    Ad Hoc Company
    2024/08/19
    In the latest Risser podcast episode hosted by Bill, the focus is on the AdHoc feature and its role in the Pulse database setup. Bill discusses how the AdHoc feature assists in mitigating duplicate entries in the database by providing an approval process for entries and its function in allowing Sales Executives to record their activities even when clients' companies aren't listed in the Pulse database. An essential part of this feature is the establishment of a default AdHoc Company by an Admin or Pulse Support. The episode concludes with the emphasis on the integral role of the AdHoc feature in ensuring smooth workflows and preventing data loss.
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