The app provides real-time and secure access to key CRM data, including accounts, contacts, appointments, and opportunities, directly from an iPhone. This application requires separate licensing of Oracle CRM On Demand Mobile Sales Data Access.
Client information, import contacts from your phone, and organize data with categories and filters. Set reminders for follow-ups and manage quotes, invoices, and deals with status tracking and task management.
Access real-time data and update records on the go. View personalized insights from reports, lists, tasks, and events. Track customer and prospect information for a 360-degree view. Manage forecasts and key metrics directly within the .
