Epicor CRM
Epicor Software Corporation · Business
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Chart standing · US
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About
Empower your salesforce with Epicor Mobile CRM, to manage the sales cycle from opportunity to order shipment—anytime, anywhere. Through our next-generation mobile application, you can: • Create and update Leads, Customers, Contacts, Quotes, Orders and Shipments on the go • Build activity-based workflows like call/email logging, notes, “To Do” lists, and appointments • Access data related to sales activities including competitors, cases, projects, and order history. • Convert a Sales Order from Opportunity/Quote • Search Inventory to verify stock before creating a sales order • Visualize customers and prospects on a map while in the designated area, and get travel directions to the selected location Epicor Mobile CRM is compatible with Kinetic ERP 2021.2 (11.1.200) or later releases.
What's new · 2.0.2168
Leads are now displayed correctly on the map An error message is shown when shipping a line that has no Warehouse and/or Bin Error Parameter icDate is not found in the input object is no longer shown It is possible to assign a competitor to an Opportunity with no error To Do or an Appointment activity now are displayed correctly on the Activities
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