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Infor LN CRM User Guide for CRM
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About this Guide
CRM
CRM – overview
Master data
CRM – master data
Addresses
Using addresses
Defining address formats
Using address formats
Business partners
Contacts
Attributes
Marketing, Sales, and Utilities
CRM – functionality
Opportunities in CRM
Activities in CRM
Letters, selection expressions, and reports in CRM
Text editor
CRM – Text Editor
CRM – attributes in the Text Editor
CRM – predefined variables in the Text Editor
CRM – examples of selection expressions
Microsoft Exchange
Synchronizing CRM contacts and activities to Microsoft Exchange
Graphs
Customer graphs
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