Handoffs

5.0(

1 rating

)

ExtensionWorkflow & Planning24 users

Overview

Handoffs turns 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 5
1 rating
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Troy Simpson
Apr 25, 2024

Loving this way to use handoffs in SFDC and calendar

Details

Version
1.14.0
Updated
July 20, 2024
Features
Offers in-app purchases
Report a concern
Offered by
dev
Size
4.55MiB
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