Infor M3 Customer LifeCycle Management Mobile User Guide Cloud Edition

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Signing in
Signing in using single sign-on
Signing in using an endpoint
User interface
Navigating
Start menu
Settings
Activities
Opportunities
Contacts
Projects
Common features
Filtering data
Sharing entities
Assigning entities
Following entities
Sending SMS message
Notebook
Checking notebook availability
Using the notebook
Document management
Checking document availability
Adding a document
Downloading a document
Deleting a document
Related account address
Linking a related address
Working on accounts
Creating an account
Adding address information
Adding communication information
Deleting an entry in address
Deleting an entry in communication
Adding contact information for an account
Account user defined fields
Account terms
Equipment list
Working on activities
Creating an activity
Adding a contact for the activity
Removing a contact from an activity
Deleting an activity
Adding activity product
Deleting activity product
Adding activity product-to-competitor relationship
Deleting activity product-to-competitor
Working on opportunities
Creating an opportunity
Adding a contact for an opportunity
Removing a contact from an opportunity
Adding a focus area for the opportunity
Deleting an opportunity focus area
About opportunity reason code
Adding a reason code for an opportunity
Removing a reason code
Adding an opportunity - opportunity relationship
Removing an opportunity - opportunity relationship
Adding an opportunity - project relationship
Removing an opportunity - project relationship
Working on business areas
Adding a business area
Assigning a business area responsible
Removing an assigned business area responsible
Deleting a business area
My Calendar
Light issue management
Creating an issue
Starting an issue
Closing a process step
Adding a resolution
Quotes and Orders
Maintenance Customer Order quotes
Invoices
Working offline
Downloading accounts for offline use
Downloading accounts
Paging and searching
Synchronizing data
Signing out
Deleting opportunity product-to-competitor
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