How it Works

On deals, companies and persons you have access to a GetAccept menu where you can send and track sales documents.

Choose recipients and assign them roles, choose a template from GetAccept or Lime CRM. Don't forget to append a video to present the offer before you send the document.

The document status is available inside Lime CRM and events will show up on the timeline of the company and contact cards. Click the document to see detailed tracking information.

Good to Know

The add-on searches for contact information from the two tables person and coworker. We are using documents from related objects. There is currently no way of configuring these things.