Getting Started with the Infor CloudSuite CRM Web Client
The Infor CloudSuite CRM Web Client helps you to manage all aspects of the sales cycle over the Web. This topic includes links to commonly performed tasks and overview topics to help you begin to use the Infor CloudSuite CRM Web Client.
Note: The workspace can be different depending on the access rights or if
your installation has been customized.
Understanding the Workspace
Managing Contacts and Accounts
Managing Sales Activities
Communicating with Contacts and Accounts
Managing Sales Opportunities
Managing Leads and Campaigns
- What are Leads?
- Adding a Lead
- Importing Leads from a List
- Qualifying Leads
- What are Campaigns?
- Adding a Campaign
- Adding Campaign Targets
- Adding Campaign Stages
- Editing Campaign Stages
- Completing Campaign Stages
- Adding Campaign Tasks
- Editing Campaign Tasks
- Completing Campaign Tasks
- Adding Products to a Campaign
- Launching a Campaign
- Adding a Response Information
- Editing a Response Information
Working with Customer Service
- Customer Service Overview
- Understanding Contracts
- Adding a Contract
- Working with Tickets
- Adding a Ticket
- Adding and Editing Ticket Activities
- Punching In and Out of a Ticket
- Closing a Ticket
- Working with Defects
- Adding a Defect
- Closing a Defect
- Working with Returns
- Adding a Return
- Adding Products
- Adding Shipping Details to a Return
Using Web Reporting
Using the Dashboard
Setting User Options
Managing Administration Tasks
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