presets in collaboration with experienced lawyers. These are ready-made blocks in the company card in CRM with the most cyprus phone number data important indicators (fields) for verification and monitoring. There are four main blocks: General reliability, Bankruptcy, Tax risks and Arbitration, Enforcement proceedings. We switch the toggle switch, and the required cluster appears in the company card. If some fields are missing inside the block, they can be added.
The company card now has the ability to download reports and indicators to check the counterparty. The indicators are group in blocks by meaning.
After installing the Business Scanner application, robots appear in Transactions in the CRM. With their help, you can automate the verification process. For example, at certain stages of the transaction (let’s say, this is a check by a lawyer or the conclusion statement from brewster kahle of an agreement), an extract from the Unified State Register of Legal Entities can be automatically download. the data on the counterparty necessary for verification can be download nto the business process task, or even a report with a set of indicators necessary at this stage can be generated.
Downloading and saving a quick report and extract from the Unified State Register of Legal Entities (PDF) to the company feed.
— Everything happens literally in one click?
— After the initial setup, yes. Many of our clients set everything up themselves. Or contact an integrator (this takes 2-3 hours of work for a programmer). You can also use the Business Process Designer in Bitrix and embed counterparty verification scenarios into existing business processes.
For example, we use the following setting: when a contract is submitt to the manager for approval, the system automatically uploads the “Risk Level” field (green, yellow or red) directly to the business process and generates b2b fax lead a pdf file with a report containing the indicators we ne . from which it