Training Guide
Whether you're a new employee, or your company is new to Inform, our Training Guide is here to help. The best way to learn is by doing. This guide offers small bite-sized scenario driven training sessions that can be learned in minutes. Don't attempt to read this entire guide in one sitting! Instead, use it as a quick reference while you practice at your own pace. Applying what you've learned will result in a significant understanding of Inform and the many benefits it provides.
Navigation
- Validate your data
- Navigating in Inform
- Common options
- Command selection
- Tables and grids
- Print, fax, view, or email
CRM
- How to manage customer engagement
- Track your sales opportunities
- How to add a prospect
- Add an activity to a prospect
- Review Sales dashboard KPIs
- Salesperson reporting
Sales and Customer Service
See all articles and sectionsBilling and Receivables
See all articles and sectionsPurchasing
See all articles and sectionsAccounts Payable
See all articles and sectionsWarehouse and Inventory
- How to confirm inventory shipment
- How to route trucks and print a manifest
- Create a consolidated pick sheet
- Consolidate fuel charges
- How to adjust inventory