Description:

This co-pilot works hand-in-hand with your CRM application to simplify the way you manage customer relationships. By providing intuitive guidance and support, it helps you effortlessly create, update, and retrieve essential data, ensuring you can focus on building meaningful connections with your clients. Experience a more efficient workflow as the co-pilot amplifies your ability to handle multiple tasks at once, making your CRM experience smoother and more effective.

Operations Highlights:

• Easily search for specific CRM objects to find the information you need quickly.
• Retrieve a list of objects to get an overview of your CRM data at a glance.
• Read detailed information about a specific object to stay informed on key details.
• Create multiple objects in one go, saving you time and effort.
• Archive objects in bulk to keep your CRM organized and clutter-free.
• Add new CRM objects with all necessary details in a streamlined process.
• Update multiple objects simultaneously to keep your data current and accurate.
• Make quick adjustments to individual objects without hassle.
• Read batches of objects to efficiently access and review multiple records.
• Easily move objects to the recycling bin to manage your data effectively.