Getting Started with the Infor CRM Web Client

The Infor 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 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

Working with Customer Service

Using Web Reporting

Using the Dashboard

Setting User Options

Managing Administration Tasks

Related topics