Phone

Specifically for storing phone numbers, suitable for contact information, customer profiles and other scenarios

UI DEMO

This is a UI interaction demo and function parameter example of this feature. You can experience it. Please note that this interaction demo only shows the UI interface and some parameters, and does not have actual data operations. If you want to really use this function, please log in to the system and enter the resource editor, and the function will take effect at that time.→ Go to Space

Recommend Templates

These are the related templates that includes the feature. You can install it to get it started.

Stakeholder Analysis

Team interaction is the key to propelling projects forward, the bond that maintains alignment among project teams, and the link that facilitates strategic planning. Even seasoned project managers find the complexity of project management increasing as the number of team members and key stakeholders expands.

Install

Lead Management Automation

Lead Management Automation includes a Lead Pool, Lead Submission Form，Sales Round-Robin Assignment Table, Automated Lead Assignment, Automated Lead Recycling, and a Lead Dashboard. It automatically assigns leads, recycles leads not followed up within the set time, and monitors status in real-time, improving efficiency and conversion rates.

Install

Sales Contract Automation Management

This template is designed for the financial management team, focusing on tracking and managing the payment status of cooperative customers to improve the efficiency and accuracy of payment collection.

Install

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