Feature: intelli-CTi Telephone Call Activity Management in Infor CRM (Windows Client)

intelli-CTi automatically captures every telephone call as a single CRM Activity/History item within Infor CRM, complete with every CRM entity relationship associated to the telephone call.

The detail of each intelli-CTi CRM Activity item automatically includes information gathered and captured during the call, including subject, call notes, regarding, call direction and call categorization.

intelli-CTi’s recording of telephone call activity within CRM harnesses the inherent activity management power and process flow of Infor CRM.

Call Activity Management in Infor CRM

Call Activity in Infor CRM


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Further Information:

See the intelli-CTi Help Center User Guidelines for important considerations of use.