None
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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 document. 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.
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Form
|
Launches Infor CRM SLX 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.
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