10/06/24Work quickly and easily with templates
The smart and intelligent functions of our CRM + AIA® solutions make daily work easier and optimize processes. Our tip today:
Templates simplify entire processes, especially in sales. You can use them to great impact for sales opportunities, quotation items and the creation of quotes in Word through to the follow-up telephone calls.
We will show you how you can easily create templates yourself and thus design timesaving and consistent workflows.