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. You can install Infor CRM Office Integration from the Web Client login screen

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.

Related Topics

Sales Process Tab

 

 

 

What's New in this Release

 

For a list of new features, see the What's New In This Release topic.

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This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.