Epicor CRM 4+

Name: Epicor CRM
Author: Epicor

Epicor

Diseñada para iPad

- Gratis

Descripción

Empower your salesforce with Epicor Mobile CRM, to manage the sales cycle from opportunity to order shipment—anytime, anywhere. Through our next-generation mobile application, you can:

• Create and update Leads, Customers, Contacts, Quotes, Orders and Shipments on the go
• Build activity-based workflows like call/email logging, notes, “To Do” lists, and appointments
• Access data related to sales activities including competitors, cases, projects, and order history.
• Convert a Sales Order from Opportunity/Quote
• Search Inventory to verify stock before creating a sales order
• Visualize customers and prospects on a map while in the designated area, and get travel directions to the selected location

Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases.

5 jun 2024

Versión 2.0.2163

BAQ Version updated to 0.3.5
Order Lines screen now displays the order line total and the order line sell quantity correctly
User won't see orders that are not assigned to their territory if Territory Security is turned on
Now it is possible to see all warehouses in inventory filters screen
Changing the Customer of an Opportunity will no longer display an exception
Now the app shows the correct Sales Person that the user selected on the Ship To Record

El desarrollador (Epicor) indicó que, entre las prácticas de privacidad de la app, pueden incluirse el manejo de datos que se describe a continuación. Para obtener detalles, consulta la política de privacidad del desarrollador.