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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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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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