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.

8 dic 2023

Versión 2.0.2160

BAQ Version updated to 0.3.4
Support for 3 languages has been included: Swedish, Finnish, Thai
A warning will be shown when an order exceeds the customer credit limit
An issue that caused a freeze of the application when saving an order has been fixed
Currency value has been fixed for Orders
CRM type cases are listed now from history
Issue with Contacts with one character has been fixed
Issue with Order Date and Need By Date has been fixed

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.