Deltek CRM for Vantagepoint 4+
Deltek, Inc.
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- Gratis
Skärmavbilder
Beskrivning
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.
Nyheter
Version 7.0.1
Enhancements
• Name change of Azure Active Directory to Microsoft Entra ID in the user interface and user guide
• Add touchpoints to projects, firms, and contacts
Defect
None
Appintegritet
Utvecklaren Deltek, Inc. har angett att appens integritetsrutiner kan inkludera hantering av data enligt beskrivningen nedan. Det finns mer information i utvecklarens integritetspolicy.
Data som inte kopplas till dig
Följande data kan samlas in men den kopplas inte till din identitet:
- Användningsdata
Sekretessriktlinjer kan variera, till exempel utifrån de funktioner du använder eller din ålder. Läs mer
Information
- Leverantör
- Deltek, Inc.
- Storlek
- 52,3 MB
- Kategori
- Näringsliv
- Kompatibilitet
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- iPhone
- Kräver iOS 13.0 eller senare.
- iPad
- Kräver iPadOS 13.0 eller senare.
- iPod touch
- Kräver iOS 13.0 eller senare.
- Apple Vision
- Kräver visionOS 1.0 eller senare.
- Språk
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engelska
- Ålder
- 4+
- Copyright
- © 2013 Deltek, Inc.
- Pris
- Gratis