The app will support your advice, sales and servicing workflows by making all relevant information available in one place.
You can also view and manage your diary, access leads and opportunities, and track your interactions.
Old Mutual InteGreat has addressed some minor bugs and added enhancements to our features. In this release, we have enhanced our customer list to show entities linked to you as well as diary management capabilities. You will be able to do more with your appointments with an Outlook-connected calendar to manage your diary better. Additionally, you can now delegate your functions to 3rd parties. Please remember to continue to provide us with your great feedback and also rate the app.
~OLD MUTUAL LIFE ASSURANCE COMPANY
1.8.3 1.8.3
Old Mutual InteGreat has addressed some minor bugs and added enhancements to our features. In this release, we have enhanced our customer list to show entities linked to you as well as diary management capabilities. You will be able to do more with your appointments with an Outlook-connected calendar to manage your diary better. Additionally, you can now delegate your functions to 3rd parties. Please remember to continue to provide us with your great feedback and also rate the app.