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

Infor CRM Web – Navigating the Web Client

This workshop is specifically designed for the new, inexperienced Infor Web user. In this workshop we will focus on navigating the Infor Web workspace. General topics will include: Icons Toolbars User Preferences Menus Setting up your workspace and being able to properly navigate the system will make a significant difference in usability. A few minutes spent up front in setup can make a substantial difference in valuable time spent accessing your most commonly used ar...

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Managing Your Infor CRM Dashboard

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...

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