Intapp DealCloud feature highlight: Work on behalf of
Intapp DealCloud’s “work on behalf of” feature empowers busy professionals to boost productivity and maintain CRM accuracy without sacrificing security or transparency. Enable authorized “proxies” (like assistants or interns) to seamlessly work within your DealCloud account and perform updates, tasks, and data entry on your behalf.
Ensure that your CRM stays current, even when you’re caught up in meetings or travel.
Streamline CRM maintenance for busy executives.
Delegate tasks and updates to capable team members.
Ensure accurate and timely CRM information.
Choose who can act as “proxies” for other users.
Empower proxies to access accounts with customizable or full permissions.
Track all changes made by proxies for clear accountability of DealCloud work.
Assign or complete tasks directly from emails.
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