Getting Started with the Infor CRM Web Client

The Infor CRM Web Client helps you manage all aspects of the sales cycle over the Web. This topic includes links to commonly performed tasks and overview topics to help you begin to use the Infor CRM Web Client.

Understanding the Workspace

• Logging on to the Web Client
• Installing and Using Infor CRM Desktop Integration
• Understanding the Workspace
• Understanding the Available Buttons
• Using Lookups
• Using Groups
• Using the Help

Managing Contacts and Accounts

• What Are Contacts?
• What Are Accounts?
• Adding a Contact and Account
• Adding an Account Association
• Working with the Library
• Scheduling a Literature Request
• Adding a Note

Managing Sales Activities

• Using Activities and Events
• Using Alerts
• Scheduling an Activity
• Adding and Removing Activity Members
• Completing an Activity
• Using the Activity List View
• Using the Calendar
• Viewing History

Communicating with Contacts and Accounts

• Using Mail Merge
• Working with Templates
• Working with Microsoft Outlook

Managing Sales Opportunities

• What Are Opportunities?
• Adding an Opportunity
• Using Opportunity Statistics
• Closing an Opportunity

Managing Leads and Campaigns

• What are Leads?
• Adding a Lead
• Importing Leads from a List
• Qualifying Leads
• What are Campaigns?
• Adding a Campaign
• Adding Campaign Targets
• Managing Campaign Stages
• Managing Campaign Tasks
• Adding Products to a Campaign
• Launching a Campaign
• Tracking Response Information

Working with Customer Service

• Customer Service Overview
• Understanding Contracts
• Adding a Contract
• Working with Tickets
• Adding a Ticket
• Adding and Editing Ticket Activities
• Punching In and Out of a Ticket
• Closing a Ticket
• Working with Defects
• Adding a Defect
• Closing a Defect
• Working with Returns
• Adding a Return
• Adding Products
• Adding Shipping Details to a Return

Working with Accounting Integration

• Introducing Integration
• Using Accounting Integration
• Linking Records with an Accounting System
• Adding a New Opportunity
• Sales Order Detail View (Accounting Integration)

Using Web Reporting

• What Are Reports?
• Using the Reports View
• Filtering Report Data
• Exporting and Printing Reports

Using the Dashboard

• Working with Dashboards
• Introducing Widgets
• Using Widgets

Setting User Options

• Editing User Options
• General Options
• Group Options
• Activities Options
• Calendar Options
• Alerts Options
• Changing Your Password
• Opportunities Options

managing Administration Tasks

• Adding a User
• Activating or Deactivating a User Login
• Working with Teams
• Adding Team Members
• Creating a Department
• Working with Roles and Secured Actions
• Adding a Pick List

Related Topics

Infor CRM Web Client User Tips

Related Documentation