Deltek Vantagepoint CRM Series: Mobile/Touch App for CRM Processing
- Learning Video
Course Details
This learning video focuses on the usage and the different features and functions of Deltek Vanatagepoint CRM mobile application.
Duration: 21 minutes 32 seconds
Course Objectives
- Setup and begin using Mobile CRM on your handheld device
- Understand the features and functions within the application
Instructor
JC Barnhart
Glossary
| CRM | Customer Relationship Management |
| Contacts | Contact Hub records |
| Firms | Customer or Vendor Hub record |
| Projects | Project Hub records |
| Activities | Activities associated with events or communications |
| Lead Qualification | The process of qualifying a Lead over Qualified Contact |