Deltek CRM for Vantagepoint 4+

Name: Deltek CRM for Vantagepoint
Author: Deltek, Inc.

Deltek, Inc.

- Gratuit

Description

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.

19 sept. 2024

Version 7.1.2

Enhancement
None

Defect
Unable to add new contacts when you set all new contacts to have a new lead qualified status and then disabled the lead qualification process for CRM.

Le développeur Deltek, Inc. a indiqué que le traitement des données tel que décrit ci‑dessous pouvait figurer parmi les pratiques de l’app en matière de confidentialité. Pour en savoir plus, consultez la politique de confidentialité du développeur.

Données n’établissant aucun lien avec vous

Les données suivantes peuvent être collectées, mais elles ne sont pas liées à votre identité :

Données d’utilisation

Les pratiques en matière de confidentialité peuvent varier, notamment en fonction des fonctionnalités que vous utilisez ou de votre âge. En savoir plus