Search results

Carlos’s last point is important. “Works in several countries” could mean the interface is available everywhere, not that rate data, permissions and transaction stages are handled appropriately in each place. Katarina, it would help to know whether you need one shared workflow across countries...

Which system is meant to remain the main record after the handoff? If leads, documents and transaction updates can all be edited in separate tools, the team may save time on entry but lose it resolving conflicting versions. I would also test permissions with real roles rather than an...