Contents
- Introducing Infor CRM Web Client
- Getting Started with the Infor CRM Web Client
-
Administration
- System management
- Manage resources and qualifications
- Manage entities and groups
- Administrative checklists
- User Detail View
- Teams and departments
- Pick List Detail View
- Job manager
- Role Detail View
-
Integrations
- Using Integrations
- Using the SData Sync Configuration View
- Using the Integrations List View
- Using the Integration Detail View
- Integrations Links Tab
- Sync Jobs List View
- Sync History List View
- Back Office Extension
- Google Integration
- Outlook sync
- CPQ
- Configuring Sales Intelligence Integration
- Using Check for Duplicates
- 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
- Integrating with outlook
- Integrating with Back Office extension
- Calendar Synchronization
- Contact synchronization
- Email integration
- What is Infor Ming.le?
- Sync History List View
- Troubleshooting Common Issues
- Glossary of Terms