What’s New in Infor CRM v8.5 and The Product Roadmap
Sit back and learn about the newest version of Infor CRM - v8.5! We'll discuss enhancements and features, as well as look at head to what the future ...
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...
Marketing Creatio – Advanced Marketing Capabilities and Ease of Use
In this webinar we review the features and functionality of Marketing Creatio.
Tutorial: Using the Multi-select Text Edit Control for Creatio
In this video, we show you how to use the "Multi-select text edit field setup for Creatio", available from Customer FX in the Creatio Marketplace
CRM Migration and Integration with Starfish ETL
Discover the various ways that Starfish ETL can make your CRM migrations and integrations easier in this webinar.
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...
Adding Graphics to a Crystal Report in Infor CRM
If you would like to learn how to add a graphic to a Crystal Report in Infor CRM this is the video for you. In this video we will review how to: 1...
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 v8.4.04 and The Infor CRM Roadmap
A demonstration of Infor CRM v8.4.04 and an overview of the Infor CRM product roadmap.
How to Bulk Update Opportunities in Infor CRM
In this video, we show you how to change the value of an Opportunity field for several Opportunities at the same time.
Infor CRM – New CRM Workflow in 8.4.04
In this video we will show you the new workflow capabilities which are included with the 8.4.04 release.
Infor CRM Marketing Campaigns Series – Video 3 of 3
Our Infor CRM Marketing Campaigns series is meant to help you to familiarize yourself with the main features and functionality of Infor CRM campaigns....
Infor CRM Marketing Campaigns Series – Video 2 of 3
Our Infor CRM Marketing Campaigns series is meant to help you to familiarize yourself with the main features and functionality of Infor CRM campaigns....
Infor CRM Marketing Campaigns Series – Video 1 of 3
Our Infor CRM Marketing Campaigns series is meant to help you to familiarize yourself with the main features and functionality of Infor CRM campaigns....
Infor CRM 8.4.04 – New Dynamic Timeframe parameter
In this video, we show you the new Dynamic Time Frame parameter feature which is available for any date field that you are using in the query builder ...
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...
Latest Add-ons
Email Search in Communication Panel Add-on for Creatio
Case Stage Color Coding Add-on for Creatio
Recently Viewed Records Add-on for Creatio
Filter Highlighting Add-on for Creatio
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