Workshops

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

Setting Up New Users in Infor CRM v8.x

When you install a new Infor CRM system, one of the first tasks you need to accomplish is creating the Infor CRM users. After all, how useful can Infor CRM be without a user base? During this workshop we will focus on the the different options available to the Administrator when setting up a new user. We will also review standard practices to help the Administrator tackle this task with ease. At the conclusion of this workshop you will be able to properly create new Infor...

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Infor CRM Web – Using Tickets

When you're in a support role you need to know how to use tickets. Tickets contain all of the information that you will need to report, investigate, and close an inquiry or problem reported by a customer. With this feature you can insert new tickets for an account or contact, track time spent resolving issues using the Punch In/Punch Out button, record calendar and other activities for a ticket, and search for existing tickets using Lookups. If you would like to effectivel...

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Creating and Deleting Filters in Infor CRM Web v8

The Filters feature in Infor CRM (Saleslogix) Web is a great tool to use when you need filter down a Group to specific features. The question is, do you know how use Filters? In this workshop you will learn how to add a Filter based on an existing field within the database and also how to remove Filters.

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