Infor CRM – Help
    • Infor CRM – Help
    • Infor CRM – Help
      • Introducing Infor CRM Web Client
      • Getting Started with the Infor CRM Web Client
      • Administration
      • What Are Contacts?
      • What are Accounts?
      • What Are Opportunities?
      • What Are Sales Orders?
      • Quotes
      • Using Widgets
      • Customer Service Overview
      • What are Activities and Events?
      • What are Contact Processes?
      • Sales Processes
      • Marketing
      • Mail Merge
      • What are Reports?
      • SpeedSearch
      • What are Groups?
      • What is the Query Builder?
      • Using Integrations
      • Troubleshooting Common Issues
      • Glossary of Terms

    Processes Tab

    The Processes tab is displayed in the Contact Detail view. Use the Processes tab to manage contact processes attached to a single contact.

    View Schedule a Process, for information on scheduling a process.

    Related topics
    What are Contact Processes?
    What Are Contacts?
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