Online Signature for Lead Management for Personnel: Try a Brand New CRM

Setting up online signature for Lead management for Personnel with airSlate SignNow

airSlate SignNow’s online signature for Lead management is your go-to piece of technology for handling your Personnel document-driven processes while staying adherent to industry-leading frameworks. With our CRM, you can add, edit, and manage new and existing signers and gain an aerial view of your contact database.

Here are your first steps to get started with airSlate SignNow’s CRM:

1. Create an account or sign in to your existing one. If haven’t used airSlate SignNow, check out the subscription options and select your free trial.
2. Navigate to and explore the Contacts tab. On your left, locate the Contacts tab and start adding new contacts along with their essential information.
3. Modify and delete existing contacts in your CRM. If you’ve already sent some files for signature, those contacts will show up in the CRM automatically. You can handle them from a single place without compromising the files with which you both interacted.
4. Check the contact info and files with it. Click View to pull up the contact details of a user and documents associated with them.
5. Send a document out for signature and data collection. Select Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Personalize your accompanying message and inform your Contacts about what they need to do after completing the terms of your paperwork.

Our CRM’s interface is sleek, easy grasp, and requires no special tech skills. Gain more control over your document operations and continuously improve the experiences of your employees, your customers, and your business partners. Try our online signature solution with built-in Lead management for Personnel.