Roeto and Salesflare

Actions (38)

Things Salesflare can make it do

• Append A New Activity Log To An Existing Task — Appends new documentation of activity in an existing task's activity log.
• Append A Text To A Client's Notes — Appends new text to a non-trom-yeutz client's notes.
• Append A Text To A Task's Description — Adds new text to existing task's description.
• Assign Agent To A Client — Assign an agent (סוכן משווק) to an active client.
• Assign An Employer To An Active Client (לקוח פעיל) — Creates a link between an employer to an active client (לקוח פעיל) as its current employer.

Show 33 more actions

• Assign Gorem Metapel To A Client — Assigns a new gorem-metapel (גורם מטפל) to an active client.
• Change A Task's Due Date — Modifies the due date of an existing task.
• Check Mislaka Prerequisites — performs a pre-flight check of existence, authorization and availabilty of all prerequisites for submitting a Mislaka request for information on a trom-yeutz client.
• Convert A TromYeutz Client (לקוח טרום יעוץ) To An Active Client (לקוח פעיל) — Clones all personal details of a tromYeutz client (לקוח טרום יעוץ) into a new active client (לקוח פעיל).\nImportant note: the tromYeutz client will remain as-is.
• Create A Lead — Creates a new lead in a specific campaign. IMPORTANT: in case the selected campaign is actively linked to RoetoPol - the lead will be created but the automations of the campaign powered by RoetoPol will be disabled.
• Create A Mislaka Request — Submits a mislaka request on a trom-yeutz client.
• Create A New Financial Activity (פעולה פיננסית/ניהול מכירה) — Creates a new financial activity record on an active client (ניהול מכירה/פעולה פיננסית).
• Create A Roeto-Pol Form Signature Request — Creates a new request for a trom-yeutz client to sign forms (החתמת נספחים)
• Create A Task — Submits a new task to be created.
• Create A Trom Yeutz Client — Creates a new trom yeutz (טרום יעוץ) client.
• Create An Active Client — Creates a new active client (לקוח פעיל).
• Create a Roeto-Pol Har-Bituach Request — Creates a new request to retrieve and process a Har-Bituach file for a trom-yeutz client.
• Get Active Client Portfolio — Retrieves full information on an active client.
• Get Agent Dashboard — Pulls full data aggregation from all clients accessible to the user, Similar to the web application's Agent Page.
• Get Financial-Activity Related Assets — Lists available activity types, users, insurance companies, statuses and titles for Financial Activities.
• Get Mislaka Accounts — Lists available Mislaka accounts.
• Get Task-Related Assets — Lists the users, tags and headlines available for task-assignment.
• Get Trom Yeutz Client Portfolio — Retrieves full information on a trom yeutz client.
• Import Multiple Leads From A CSV File — Imports leads into a specified campaign.
• Link An Existing Financial Activity With An Existing Task — Creates a link between an existing financial activity and an existing task. Both items must be associated with the same client. The Task should not be associated to any financial activity, and the financial activity should not be associated with any task.
• Make a custom API call — Performs an arbitrary authorized API call.
• Re-assign Tasks — Re-assigns at least one task to a new assigned user
• Toggle A Task's Completion Status — Toggles a task's completion status from completed to uncompleted and vice versa.
• Toggle A Task's Reminder — Sets or cancels reminder for a task.
• Update A Client's Personal Information (לקוח פעיל) — Updates personal information for an active client such as first or last names, address, etc. fields that are sent empty will be left as-is on the existing client.
• Update A Lead's Status — Modifies an existing lead's status.
• Update A Trom Yeutz Client's Personal Information (לקוח טרום יעוץ) — Updates personal information for trom-yeutz client such as first or last names, address, etc. fields that are sent empty will be left as-is on the existing client.
• Update Existing Financial Activity — Updates key information fields of an existing financial activity (פעולה פיננסית/ניהול מכירה).
• Update Financial Activity Status — Updates the status of an existing financial activity (פעולה פיננסית/ניהול מכירה).
• Update Yipui-Koach The Mislaka (בקשת ב1 דרך המסלקה) — Creates a mislaka B1 request for an active client (בקשת יפוי כח - ב1 דרך המסלקה).
• Update an Active Client's Type (עדכון סיווג לקוח פעיל) — Updates personal information for an active client such as first or last names, address, etc. fields that are sent empty will be left as-is on the existing client.
• Upload A File To A Trom Yeutz Client (תיוק מסמך ללקוח טרום יעוץ) — Uploads a file to be saved to a trom yeutz client's file's list.
• Upload A File To An Active Client (תיוק מסמך ללקוח פעיל) — Uploads a file to be saved to an active client's file's list.