1.Sync your Plans and Products over the Cloud
2.Showcase your Collateral and Product Presentations
3.Start Selling. Create Referrals and Proposals to instantly capture key information during the Transaction (attach images, fill out an application form, etc.)
4.Send an email attaching everything right after the Transaction if you're online or do this later if currently offline
5.Send SMS notification of the captured Referral details if you’re offline
6.Capture a digital signature of the Account to finish the Transaction
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