Infor CloudSuite CRM – Help
    • Infor CloudSuite CRM – Help
    • Administration
    • Teams and departments
    • Infor CloudSuite CRM – Help
      • Introducing Infor CRM Web Client
      • Getting Started with the Infor CloudSuite CRM Web Client
      • Administration
        • System management
        • Manage resources and qualifications
        • Manage entities and groups
        • Administrative checklists
        • User Detail View
        • Teams and departments
          • Working with Teams
          • Understanding a Team
          • Adding Team Members
          • Removing a Team Member
          • Replace a Team Member in all the Teams
          • Creating a Department
        • 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 Forecasts
      • What are Quotas
      • 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

    Teams and departments

    In this section you can:

    • Create teams.
    • Add and remove members to teams.
    • Create departments.
    • Working with Teams
    • Understanding a Team
    • Adding Team Members
    • Removing a Team Member
    • Replace a Team Member in all the Teams
    • Creating a Department
    Parent topic: Administration
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