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Creating a Contact Process in Infor CRM

A Contact Process is a series of tasks or actions executed according to defined rules.  Using Contact Processes will increase the power users ability to stay informed during the sales process, get more done in less time, and never miss a beat!

This workshop will show the power user three simple Contact Processes that can be used in the everyday use of Infor CRM.

  1. Scheduling a phone call for a group of contacts.
  2. Creating a History Record for a group of contacts.
  3. Sending 3 emails over 3 months to multiple contacts.

Upon completion of this workshop the power user will have the knowledge to create simple contact processes with ease.

Workshop Registration

  Workshop registration is only available to registered users.

Registration is FREE and entitles you to full benefits, such as workshops, labs, and more!

To register for this workshop, you must do one of the following:

Select a Scheduled Workshop to Register

No scheduled workshops - Contact us to request your own private workshop

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Saint Paul, Minnesota 55114
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