Free Training Workshops, Product Webinars, and More for Infor CRM (Saleslogix) and Related Products

Using Global Replace to Update Records in Infor CRM

Have you been tasked with updating your client list? Using the Global Replace feature you can update many records quickly and easily. Global Replace allows you to change contents of a field based on criteria that you set up. In this workshop you will learn to use the Global Replace Wizard to replace data on records that you have access to. Upon completion of this workshop the user will have the knowledge to update records quickly and efficiently using the Global Replace f...

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Creating a New 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. Send...

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