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Unanet CRM Pipeline View
https://store-images.s-microsoft.com/image/apps.44120.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.9ddfa0e1-6790-4d26-be6b-6c0d75329616.png

Unanet CRM Pipeline View

yayıncı: Unanet, Inc

(5 derecelendirmeler)

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

Uygulama özellikleri

Bu uygulama kullanıldığında
  • İnternet üzerinden veri gönderebilir
  • Bu uygulama, etkin iletide telefon numaraları, posta adresleri veya URL'ler gibi kişisel bilgilere erişebilir. Posta kutunuzdaki diğer öğeler okunamaz veya değiştirilemez. Kişisel bilgilerin nasıl yönetilip işlendiğine dair daha fazla ayrıntı için geliştiricinin gizlilik ilkesini inceleyin.

Bir bakışta

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