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Unanet CRM Pipeline View
avaldaja 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
Rakenduse võimalused
Kui seda rakendust kasutatakse, see
- Saata andmeid Interneti kaudu
- See rakendus pääseb juurde aktiivses sõnumis olevatele isikuandmetele, nagu telefoninumbrid, postiaadressid või URL-id. Muid teie postkastis olevaid üksusi ei saa lugeda ega muuta. Lisateavet selle kohta, kuidas isikuandmeid hallatakse ja töödeldakse, vaadake arendaja privaatsuspoliitikast.
Lühiülevaade
https://store-images.s-microsoft.com/image/apps.6359.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.0177d910-4748-4c1e-a7a7-b669dbaea8a8.png
https://store-images.s-microsoft.com/image/apps.52056.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.af1adfd7-4c5c-4ce3-a670-9f0ad77f477b.png
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
https://store-images.s-microsoft.com/image/apps.43660.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.29007521-a698-4919-a3e1-77ea57075145.png