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Accelerator Plus for Sage CRM

作者 CRM Together

Provide Access to Non-Sage CRM licensed users to your data without leaving Microsoft Outlook.

Sage CRM Customers can now provide access to users without a Sage CRM License (Requirements below) and surface their Customer data (and more) without leaving Microsoft Outlook

If you have users who don't need full Sage CRM access you can still allow them use Accelerator Plus for Sage CRM.

*** Key Features ***

Search and/or Create and Edit:

-Company

-Person

-Opportunity

-Cases

-Leads

-Custom Primary Entities

Drill in to view:

-Opportunities

-Cases

-Notes

-Contacts

-Communications

-Library

File Emails and Log Call notes against Entities

Composing emails? You can

-Use Sage CRM Email Templates

-Attach Sage CRM Documents

-Use Sage CRM Address Book

For more information see our help at: https://accelerator.crmtogether.com/index.php?title=AC_Plus_Overview

** Requires a Sage CRM Self-Service License **

** Requires that you have Sage CRM and our Server Module installed (which requires an additional purchase from CRM Together) **

應用程式功能

使用此應用程式時，
  • 可以在網際網路上傳送資料
  • 此應用程式可以讀取或修改您信箱中任何項目的內容，以及建立新的項目。其可以存取任何訊息或行事曆項目中的個人資訊，例如內文、主旨、寄件者或附件等等。其可能會將此資料傳送給第三方服務。

概覽

https://store-images.s-microsoft.com/image/apps.842.a978ccd5-5623-441a-9b42-db8dd14a2751.18e31517-2d2c-42af-8017-c4b3cf88764b.bd88f6d9-22fd-4ba3-888c-a9b09d4d8a80.png
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