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Unanet CRM Pipeline View

pateikė Unanet, Inc

(5 įvertinimai)

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

    •  

    Notes

    • 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.

     

    Unanet CRM, Inc.

    (800) 505-7089

Programų galimybės

Kai ši programa naudojama, ji
  • Gali siųsti duomenis internetu
  • Ši programa gali pasiekti aktyvaus pranešimo asmeninę informaciją, pvz., telefono numerius, pašto adresus arba URL. Kitų jūsų pašto dėžutėje esančių elementų skaityti arba keisti negalima. Daugiau informacijos apie asmeninės informacijos tvarkymą ir apdorojimą rasite kūrėjo privatumo strategijoje.

Trumpa apžvalga

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