Infor CRM – Help
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Infor CRM – Help
Administration
Manage Entities and Groups
Infor CRM – Help
Introducing Infor CRM Web Client
Getting Started with the Infor CRM Web Client
Administration
System Management
Manage Resources and Qualifications
Manage Entities and Groups
Using the Entity Manager
Using the Group Manager
Administrative Checklists
User Detail View
Teams and Departments
Pick List Detail View
Job Manager
Role Detail View
Integrations
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
Troubleshooting Common Issues
Glossary of Terms
Manage Entities and Groups
Using the Entity Manager
Using the Group Manager