Videos

Product Demos, Developer Training, and Tutorials for Creatio & Infor CRM and More

  • Type

Running Queries in Infor CRM

In this short training video we will show you how to run Queries in Infor CRM, including: 1. Finding records in Infor CRM 2. Accessing the Execute...

Using Templates for Excel Reports in Creatio

In this video, we will walk you though how to use the Excel Reports add-on for Creatio to create an Excel Report and use a Template to enhance the out...

Looking Up Records in Creatio

There are different ways to look up records in Creatio. Learn what your options are with this quick training video.

Infor CRM 8.4.04 – New Notes feature

In this video, we show you the new notes feature where you can link a not to any entity. The note then shows up on the Notes tab at any of the linked...

Infor CRM 8.4.04 – New Activity screen

In this video, we show you the new Activity view for Infor CRM 8.4.04 which has the ability for users to build Groups to display filtered sets of reco...

Infor CRM – 8.4.04 Activities

In this video we show the new Activity capabilities including the ability to link an activity to multiple entities

Intro to Sales Creatio

This video demonstrates an award winning, cloud-based CRM with features that will help your organization increase sales efficiency, improve sales outc...

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