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Vantagepoint Connect for Outlook

av Deltek, Inc

Bring the power of Deltek Vantagepoint CRM to Outlook.

You already use Outlook to manage your contacts and business development activities, and with Vantagepoint Connect, you can easily share that information with your team to help turn more pursuits into projects.

Features:

· Search for Vantagepoint contacts, firms, pursuits, and projects from email

· Create new contacts, firms, and activities from email

· Sync your Outlook contacts and calendar to Vantagepoint

· Find the perfect meeting time with the scheduling assistant

A Deltek Vantagepoint CRM user license is required to use Vantagepoint Connect. If you have a CRM user license, your Vantagepoint administrator must set you up as a user to leverage this Outlook Add-In.

Appfunksjoner

Når denne appen brukes, kan den
  • Kan sende data over Internett
  • Denne appen får tilgang til og kan endre personlige opplysninger i den aktive meldingen, for eksempel tekst, emne, avsender, mottakere og vedleggsinformasjon. Det kan komme til å sende disse dataene til en tredjepartstjeneste. Andre elementer i postboksen din kan ikke leses eller endres.

Rask oversikt

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