Actions that Trigger Events in Infor CRM SLX

Note: The system administrator manages the actions that trigger events.


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 document. The range of choices available to you are based 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 the application form.
Phone Call	Displays the Schedule Phone Call window. The range of choices available to you are based on the options selected by the individual who created the sales process.
To Do	Displays the Schedule To Do window. The range of choices available to you depends on the options selected by the individual who created the sales process.
Meeting	Displays the Schedule Meeting window. The range of choices available to you depends on the options selected by the individual who created the sales process.
Literature Request	Displays the Literature Request window, enabling you to submit a request for literature fulfillment.
Contact Process	Displays the Schedule Process window.

Note: The system administrator can modify the Activity Types pick list to include or remove actions that trigger application events.