Actions that Trigger Events in Infor CRM

The system administrator manages the actions that trigger events.

Note: To use all of the Sales Processes features, you must download Infor CRM Office Integration. You can install Infor CRM Office Integration from the Tools, Options, General tab.

Action	Event
None	This step does not contain an action.
Mail Merge	Launches the screens enabling you to create a document from a template. This enables you to create a letter, fax, or email. The range of choices available to you depends on the options selected by the individual who created the sales process.
Basic Script	Runs the selected script from the Sales Process family.
Form	Launches Infor CRM form.
Phone Call	Opens the Schedule Phone Call dialog box. The range of choices available to you depends on the options selected by the individual who created the sales process.
To Do	Opens the Schedule To Do dialog box. The range of choices available to you depends on the options selected by the individual who created the sales process.
Meeting	Opens the Schedule Meeting dialog box. The range of choices available to you depends on the options selected by the individual who created the sales process.
Literature Request	Opens the Literature Request dialog box, enabling you to submit a request for literature fulfillment.
Contact Process	Opens the Schedule Process dialog box.

Note: The system administrator can modify the Activity Types pick list to include or remove actions that trigger Infor CRM events.