Epicor CRM 4+

Epicor

Designad för iPad

    • Gratis

Skärmavbilder

Beskrivning

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.

Nyheter

Version 2.0.2164

Rollback to fix a performance issue on the Orders screen: User won't see orders that are not assigned to their territory if Territory Security is turned on

Appintegritet

Utvecklaren Epicor 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:

  • Plats
  • Kontakt­information
  • Diagnostik

Sekretessriktlinjer kan variera, till exempel utifrån de funktioner du använder eller din ålder. Läs mer

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