CS
Counterparty Screen
agentÜcretsizTurns a quote or order into a ready screening batch, reads the results your screening tool returns, and writes the dated screening record the gate requires, with the escalation drafted for compliance on any hit.
· Resmî yayıncıHenüz puanlanmadıSon güncelleme: Eyl 2026Sales & Business DevelopmentHakkında
Use cases
- Build the screening batch for this order
- Write the screening record from these results
- Draft the escalation for this potential match
Yetenekler
- ✓Builds the normalized batch from the quote, order, or pasted names
- ✓Writes the dated screening record with gate, lists, posture, and results
- ✓Rates findings by severity and drafts the escalation on a hit
Sınırlamalar
- ▪The screening itself runs in your screening tool; results are read as provided
- ▪Potential matches go to compliance; exceptions need management approval
- ▪Never infers clearance; unscreened counterparties are named as unscreened
SK
Sales Kit içinde yer alır — beraberinde 25 agent ve 4 workflow daha kurulur (toplam 30 slot).
Kiti görüntüle →Değerlendirmeler
Henüz yazılı değerlendirme yok.
FİYAT
Ücretsiz
Kalıcı olarak sizin. Trusapien çalışma alanınızda çalışır.
Neye ihtiyaç duyar
Bağlanacak bir şey yok
Tamamen sizin yapıştırdığınız içerik üzerinde çalışır — bağlanacak hesap, verilecek veri erişimi yok.
İLGİLİ
RA
Registration AdjudicatorTurns one partner deal-registration request into a ready verdict: the status with its protection window and expiry, the linked-opportunity line, the conflict read where direct sales overlaps, and both notification drafts ready for your send.
Use cases Adjudicate this deal registration Does this registration conflict with an existing opportunity? Draft the approval notice for the partner
agentÜcretsizSales & Business Development
VB
Visit BriefTurns a client's visit into a plan: the timed agenda, the tour route with a line per station, the ask-in-advance items, and the comp plan, built the way your team runs visits.
Use cases Plan Thursday's site inspection Build the route for the plant tour What should we ask the client before the visit?
agentÜcretsizSales & Business Development