Converting a Lead in SalesLogix Web Client [Video]

This webinar will teach the user how to convert a Lead into an Account/Contact in your SalesLogix Web database.


Leads are a totally seperate entity from Contacts and Accounts. Leads reside in a table by themselves. Once a Lead has been qualified, it can then be converted into a Account/Contact.


Dale Richter
Customer FX


Link: http://www.youtube.com/watch?v=5ZKXKPf_tCA



ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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