If easily finding accurate information in Infor CRM (Saleslogix) sounds like something you're interested in, then you should learn how to merge Contacts and Accounts. Merging records is a simple way to keep your data clean and improve the quality of information within your system.
In this workshop we will review how to take two or more records for the same Contact or Account and create one seamless record without losing pertinent information.
Join us for this workshop ...
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.