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Vantagepoint Connect for Outlook

avtor: 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.

Zmogljivosti aplikacije

Ko je ta aplikacija v uporabi, lahko
  • Pošilja podatke prek interneta
  • Ta aplikacija ima dovoljenje za dostop do osebnih podatkov in za spreminjanje osebnih podatkov v aktivnem sporočilu, kot so telo, zadeva, pošiljatelj, prejemniki in podatki prilog. Te podatke lahko pošlje storitvi drugega izdelovalca. Drugih elementov v vašem nabiralniku ne more prebrati ali spremeniti.

Hiter pregled

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