Started an application? It's waiting for you on the Exchange. The CRM feature allows you to pick up right where you left off.
Did you know that quotes you've started on the APOLLO Exchange are stored in the built in CRM? This allows you to come back and pick up the application right where you left off, without unnecessary repetitive data entry.
Here's how to find the applications you've started in two easy steps.
Step 1: Navigate to the CRM
Start by logging into the Exchange here.
You can find the CRM at the top navigation bar, between Marketplace and Reports:
Step 2: Find an application you've started
The CRM is a complete listing of every application you've ever started. You can scroll through and browse the entries, or search using the filters at the top of the page. Once you've found the application you're looking for, click the blue "Continue" button to pick up right where you left off.
Not sure where to start? Reach out to my team via phone, email, or livechat and we would love to help!
Do you have a product you'd like to see on the Exchange? Let us know here!