Beyond the first reply
Keep working together on the project.
Assign tasks
Responsibility and, where applicable, a confirmed deadline are visible for outstanding documents and replies.
Review documents
Files are assigned to a project and a version. Internal content remains separate from content explicitly shared.
Approve deliverables
Feedback and explicit approval refer to a specific version. Later changes require a new decision.
The complete production connection between the CRM and portal has not yet passed acceptance testing. This illustration describes the locally tested workflow.