CF PD
Capital Float official Personal Discussion (PD) mobile application enables credit managers to access and conduct discussions with customers on the go and at real time
CF PD
Capital Float official Personal Discussion (PD) mobile application enables credit managers to access and conduct discussions with customers on the go and at real time.Capital Float PD application features:* Track your customer leads and applications* The following features are available to the credit manager to conduct his or her discussion· Summary section - Person(s) to meet, Meeting address, Meeting date & time, location tagging· Questions - Pre populated standard list of questions. Should be able to update answers under each question. Additional questions can be added by credit manager for clarifications.· Upload pics· Customer rating and overall feedbackGet Started:You just need to use the Username and Password that was created to log in to Capital Float. The username will be your e-mail id.Capital Float requires following permissions:Photos/media/Files/Camera: This is required to let you access gallery/click images to set /upload files if necessary.Geo Location: To get meeting address with the customer