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A Simple Way to Create a Corporate Event or Marketing Calendar in Infor CRM
“Necessity is the Mother of all Invention.” – Albert Einstein This short post is an example of the quote above. Â We had a need to create a company Marketing Calendar in Infor CRM so everyone on our team would know when Web Training Events and Public Demos were scheduled so they could mention on the phone during their interactions. Â We decided to setup a new Infor CRM User called “Marketing.” Setting Up a “Marketing User” allowed us to create activities such as Training or Demo events logged in as this Marketing user. Â Other Infor CRM Users can see these Marketing Activities by viewing the Marketing Users’ calendar. Alternatively, if you want all your users to be aware of the events you can add “Everyone” as a member of the activity when it is scheduled. Your decision on how to make the Marketing events viewable to your users would depend on your environment and the necessity of your users to be aware of the events.
If you would like to discuss upgrading your system, or to see a free demonstration, please contact Simplesoft Solutions. Remember to check our CALENDAR and register for free training, demo sessions, and the Heartland Saleslogix Users Group Events. Tags: Administrators, Customer Relationship Management, Infor CRM v8.0, Infor CRM v8.1, Infor CRM v8.2, Marketing in Infor CRM, Marketing Users of Infor CRM, Marketing Users of Saleslogix, Saleslogix v8.0, Saleslogix v8.1, Tips for Marketers in Infor CRM Comments are closed.
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