An Opportunity is a potential sale to an account, and the ability to accurately enter and track Opportunities can mean the success or failure of a sale. The Opportunity feature of Infor CRM allows sales representatives and sales managers to collect, analyze, forecast, and report on a variety of information related to sales such as:
Probability of close
Days in pipeline
Estimated and actual close date
This workshop will focus on establishing Opportunity De...
The Infor CRM Dashboard is a great tool that allows for real-time insight into important information for all levels of an organization. The Dashboard features pipeline analysis, top opportunities, closed sales to date, win/loss analysis, key performance indicators (KPI’s), product sales performance, product sales opportunities, calendar and activity views, drill-down analysis, pre-built and custom reports. With so many choices it is important that you are able to manage y...
Do you have duplicates clogging up Infor CRM and making a mess out of your data? You're not alone. No matter how vigilant you are about checking for duplicates before importing or adding Accounts/Contacts, it's inevitable that you will end up with duplicates. So what should you do? Get comfortable using the Duplicate Wizard.
In this workshop we will review how to use the different options within the Duplicate Wizard.
You may not be able to prevent all duplicates from ha...