A real document inside the CRM

Once accepted, Rox’s account plan becomes an editable document in the Account Plan tab, titled "Ramp: Account Plan" with "Prepared Today by Alex Martin (Northwind Analytics)".

Word-processor toolbar

A toolbar offers paragraph style, font size, bold, italic, underline, strike, colors, alignment, lists, links, tables, mentions and dates. A contents outline lists sections from Executive Summary to Company Snapshot.

Chat beside it

The chat keeps the agent’s summary and integration suggestions.

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