CF PD

Capital Float official Personal Discussion (PD) mobile application enables credit managers to access and conduct discussions with customers on the go and at real time.

Capital Float PD application features:

* Track your customer leads and applications
* The following features are available to the credit manager to conduct his or her discussion

· Summary section - Person(s) to meet, Meeting address, Meeting date & time, location tagging

· Questions - Pre populated standard list of questions. Should be able to update answers under each question. Additional questions can be added by credit manager for clarifications.

· Upload pics

· Customer rating and overall feedback

Get Started:

You just need to use the Username and Password that was created to log in to Capital Float. The username will be your e-mail id.

Capital Float requires following permissions:

Photos/media/Files/Camera: This is required to let you access gallery/click images to set /upload files if necessary.

Geo Location: To get meeting address with the customer