Actions that Trigger Events in Infor CRM
|
|
The system administrator manages the actions that trigger events. |
|
|
To use all of the Sales Processes features, you must download Infor CRM Office Integration. |
| 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 e-mail. 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 an 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. |
|
|
The system administrator can modify the Activity Types pick list to include or remove actions that trigger Infor CRM events. |
