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 feedback
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
In CF PD 1.14