Handoffs
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Overview

Handoffs turn your CRM data into instantly sharable Summaries to make customer conversations 100x easier. Manage customer…

Handoffs turn your CRM data into instantly sharable Summaries to make customer conversations 100x easier. Manage customer assignments with automation and a rules engine to balance the workload across your team. Automatically pull data from your CRM into templated Summaries. Your colleague will see the most relevant real-time customer data with one click.

5 out of 51 rating

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Review's profile picture

Troy SimpsonApr 25, 2024

Loving this way to use handoffs in SFDC and calendar

Details

  • Version
    1.11.0
  • Updated
    May 9, 2024
  • Features
    Offers in-app purchases
  • Offered by
    dev
  • Size
    3.76MiB
  • Languages
    English
  • Developer
    Handoffs
    466 Bret Harte Rd San Rafael, CA 94901-5254 US
    Email
    handoffdevelopers@gmail.com
  • Trader
    This developer has identified itself as a trader per the definition from the European Union.

Privacy

The developer has disclosed that it will not collect or use your data.

This developer declares that your data is

  • Not being sold to third parties, outside of the approved use cases
  • Not being used or transferred for purposes that are unrelated to the item's core functionality
  • Not being used or transferred to determine creditworthiness or for lending purposes

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