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.
- Scheduling a phone call for a group of contacts.
- Creating a History Record for a group of contacts.
- 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.