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Infor SyteLine Sales/CRM User Guide
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CRM Overview
Recommended CRM Order of Events
About Surcharges
Creating and Managing Opportunities
Commissions Overview
Creating Sales Forecasts
Setting Up Surcharges
Setting Up a Rebate Program
Setting Up Commission Information
Setting Up Promotion Pricing
Sending Mass Communications
Sending a Communication to a Group of Contacts
Sending an Email to Portal Users
Sending a Fax or Letter to a Group of Contacts
Sending an Email Blast
Sending an Email Blast without a Template
Inserting MailMerge Fields for Contacts in a Word Template
Inserting MailMerge Fields for Contacts in the Communication Wizard Message Area
CRM Scenarios
CRM Scenario 1
CRM Scenario 2
CRM Scenario 3
CRM Scenario 4
CRM Scenario 5
CRM Scenario 6
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