Workshops

Browse by Tags

• Outlook
• Outlook2CRM
• SalesLogix

• Utilizing Outlook2CRM - Get The Most Out of Your Email Communications

  Outlook2CRM is an add-on product for SalesLogix that allows the user to be more efficient when communicating with customers via email. This product allows the user to create and update Tickets, Contacts, Opportunities, Leads, Activities, and History with...

• Saving Outlook Emails and Creating Follow-up Activities in SalesLogix

  This Workshop will help the user to file emails and schedule follow-up activities. Saving an email to SalesLogix account/contact records is a key step in keeping accurate, up-to-date information of your daily communications. There are several things you...