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  1. Box+Dice Help Centre
  2. Settings
  3. CRM

CRM

CRM 1

CRM 2

CRM 3

CRM 4

CRM 5

CRM 6

Control access to AML/CTF Due Diligence
Manage AML checks in Box+Dice
Manage email settings for campaigns
Manage unsubscribe ACL settings
Set a limit for overdue tasks
Understand advanced data export files
Understand contact qualification
Understand owner of residential property setting
Understand sources in Box+Dice
Understand standard data export files
Understand the Anti-Money Laundering (AML) Compliance Module
Understand unsubscribe behaviour across office groups