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Unanet CRM Pipeline View
de Unanet, Inc
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Leverage Unanet CRM's powerful Opportunity Pipeline view directly in Microsoft Outlook and Teams!
Unanet CRM Pipeline View allows users to:
- Access your current Opportunities directly in Outlook, Microsoft Teams, and Microsoft 365
- Search through your Opportunities
- Choose the sort order of your Opportunities
- Create a new Opportunity
- Move an Opportunity to a different stage
- Edit Opportunity records
- Access full Opportunity records in the web app
- Mass edit Opportunities
- Requires a CRM or Full Access license for Unanet CRM.
- Must be installed for your firm by Unanet CRM. Contact your Customer Service Manager for more information.
Notes
(800) 505-7089
Capacitats de l’aplicació
Quan s'utilitza aquesta aplicació,
- Pot enviar dades per Internet.
- Aquesta aplicació pot accedir a informació personal del missatge actiu, com ara números de telèfon, adreces postals o direccions URL. No es poden llegir ni modificar altres elements de la bústia de correu. Reviseu la declaració de privadesa del desenvolupador per obtenir més informació personal sobre com s'administra i processa la informació personal.
D'una ullada
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https://store-images.s-microsoft.com/image/apps.3302.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.b642c913-a18f-4920-98b7-95986646e66e.png
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