Introduction

InfoLink is a feature rich Customer Relationship Management (CRM) System that aids the sales force in doing their jobs in the most effective and efficient way. The comprehensive and modular nature of InfoLink along with a rigorous adherence to project development and management makes InfoLink a powerful and form-fitted solution for CRM requirements.

InfoLink has modules to help you track your customers and contacts, leads, distributor customers, activities and visits, sales (both incoming and invoiced orders), discounts, and contracts. It also provides you with many tools, like searching capabilities, reports, and “bookmarks,” which help you navigate through your accounts quickly and easily.

Learning Objectives

Upon completion of this web-based training, you will be able to:

• Create a new “Customer Focus” Group
• Add a customer to Customer Focus Group
• Review Open Orders and Incoming Orders
• Review Open Seco Quotes
• Identify customers not visited and declining sales

Click the next button in the bottom right corner to continue.