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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.

Appfunktioner

När den här appen används
  • Skicka data via Internet
  • Den här appen har åtkomst till personlig information för det aktiva meddelandet, t.ex. brödtext, avsändare, mottagare och bifogad information. Den kan skicka dessa data till en tjänst från tredje part. Den kan inte läsa eller ändra andra objekt i din inkorg.

En snabbtitt

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