Intapp DealCloud feature highlight: Work on behalf of

Intapp DealCloud feature highlight: Work on behalf of

Maintain CRM accuracy without sacrificing security or transparency

Increase efficiency without sacrificing security or accuracy

Intapp DealCloud’s “work on behalf of” feature empowers busy professionals to boost productivity and maintain CRM accuracy without sacrificing security or transparency. Enable authorized “proxies” (like assistants or interns) to seamlessly work within your DealCloud account and perform updates, tasks, and data entry on your behalf.

Ensure that your CRM stays current, even when you’re caught up in meetings or travel.

Improve efficiency across your firm

Reduced workload

Streamline CRM maintenance for busy executives.

More delegation

Delegate tasks and updates to capable team members.

Enhanced data quality

Ensure accurate and timely CRM information.

Maintain accuracy, accountability, and security

Assign permissions

Choose who can act as “proxies” for other users.

Seamless switching

Empower proxies to access accounts with customizable or full permissions.

Audit trail

Track all changes made by proxies for clear accountability of DealCloud work.

Outlook integration

Assign or complete tasks directly from emails.

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