https://store-images.s-microsoft.com/image/apps.44120.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.9ddfa0e1-6790-4d26-be6b-6c0d75329616.png

Unanet CRM Pipeline View

作者 Unanet, Inc

(2 评分)

Leverage Unanet CRM's powerful Opportunity Pipeline view directly in Microsoft Outlook and Teams!

Unanet CRM Pipeline View allows users to:

  • Access your current Opportunities directly in Outlook, Microsoft Teams, and Microsoft 365

  • Search through your Opportunities

  • Choose the sort order of your Opportunities

  • Create a new Opportunity

  • Move an Opportunity to a different stage

  • Edit Opportunity records

  • Access full Opportunity records in the web app

  • Mass edit Opportunities

    •  

    Notes

    • Requires a CRM or Full Access license for Unanet CRM.

    • Must be installed for your firm by Unanet CRM. Contact your Customer Service Manager for more information.

     

    Unanet CRM, Inc.

    (800) 505-7089

应用功能

使用此应用时，
  • 可通过 Internet 发送数据
  • 此应用可访问活动邮件中的个人信息，例如电话号码、邮寄地址或 URL。此应用可能会将此数据发送给第三方服务。无法读取或修改邮箱中的其他项目。

概览

https://store-images.s-microsoft.com/image/apps.6359.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.0177d910-4748-4c1e-a7a7-b669dbaea8a8.png
https://store-images.s-microsoft.com/image/apps.52056.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.af1adfd7-4c5c-4ce3-a670-9f0ad77f477b.png
https://store-images.s-microsoft.com/image/apps.3302.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.b642c913-a18f-4920-98b7-95986646e66e.png
https://store-images.s-microsoft.com/image/apps.43660.f45c12a6-05e4-4552-bd16-ed087959b70e.fef74ee5-e5c0-4053-921e-71fcc75bb425.29007521-a698-4919-a3e1-77ea57075145.png