Scope of Appointment Application intends to automate the scope of Appointment process and help Sales Agents to capture beneficiary information and e-signature when Agent meets the beneficiary; hence instantly initiate its processing at the back-office. Beneficiary and Sales Agent Appointment details can be captured in the form. Application has Salesforce integration enabled due to which Appointment ID can be fetched from Salesforce system once e-SOA form is submitted.
Features:
Dashboard
Capture Beneficiary Information
Capture Agent and Beneficiary Signature
Salesforce Integration
Appointment ID Generation
Creole language support
Minor bug fixes
Version control
9Apps 4.9
