Receive event bookings from clients. Manage tasks and communicate with customers. Access lead distribution based on location and service quality. Process secure payments and track revenue.
Send and view leads to a loan officer via Big Purple Dot. Edit lead details and track status. Share leads directly from the . Manage lead information and update records.
Access loan-related data including sales goals, approvals, site visits, and leads. View work queues, engage in chat, and manage loan origination tasks from mobile devices.
The app allows Siebel CRM users to access critical CRM information on their iPhone or iPad, even without network coverage. It supports managing accounts, contacts, opportunities, and more, with data stored locally for quick access.
