Deltek CRM for Vantagepoint 4+
Deltek, Inc.
-
- 免费
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简介
Deltek Client Relationship Management (CRM) users have access to critical client and pursuit information from their mobile device. With the Deltek CRM for Vantagepoint mobile app, teams have instant access to pursuits, firm details, contact information and activities from anywhere, at any time. Help keep all of your team members informed and turn more pursuits into projects with access to key business development intel on the go.
Features:
• Add, update and view client and contact details
• Create and manage project pursuits (opportunities)
• Manage activities and associate them with clients, contacts and projects
• Track information unique to your business in custom fields
• One-touch tap to make a call, send an email or view an address on a map
• Maintain all CRM security access and controls through the mobile app
• Easy and secure access to the app using a 4-digit pin
To use the app:
• A Deltek Vantagepoint CRM user license is required.
• Contact your firm’s IT resource to obtain your firm-specific Deltek CRM mobile URL needed during set up. Note that this URL is different than the URL used in a browser.
新内容
版本 7.1.3
Enhancement
None
Defect
When you disqualified a new lead contact and reverted it to new lead, the project name was removed from the field.
App 隐私
开发者“Deltek, Inc.”已表明该 App 的隐私规范可能包括了下述的数据处理方式。有关更多信息,请参阅开发者隐私政策。
未与你关联的数据
开发者可能会收集以下数据,但数据不会关联你的身份:
- 使用数据
隐私处理规范可能基于你使用的功能或你的年龄等因素而有所不同。了解更多
信息
- 提供者
- Deltek, Inc.
- 大小
- 53.1 MB
- 类別
- 商务
- 兼容性
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- iPhone
- 设备需装有 iOS 13.0 或更高版本。
- iPad
- 设备需装有 iPadOS 13.0 或更高版本。
- iPod touch
- 设备需装有 iOS 13.0 或更高版本。
- Apple Vision
- 设备需装有 visionOS 1.0 或更高版本。
- 语言
-
英语
- 年龄分级
- 4+
- Copyright
- © 2013 Deltek, Inc.
- 价格
- 免费