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  • Setting Up New Users in Infor CRM v8.x

    When you install a new Saleslogix system, one of the first tasks you need to accomplish is creating the Saleslogix users. After all, how useful can Saleslogix be without a user base? During this workshop we will focus on the the different options available to the Administrator when setting up a new user. We will also review standard practices to help the Administrator tackle this task with ease. At the conclusion of this workshop you will be able to properly create new Saleslogix users.
  • Creating and Deleting Filters in Infor CRM Web v8

    The Filters feature in Infor CRM Web (formerly Saleslogix) is a great tool to use when you need filter down a Group based on specific specific features. The question is, do you know how use Filters? In this workshop you will learn how to add a Filter...
  • Infor CRM v8: Exploring Search Options and Filters

    Infor CRM (formerly Saleslogix) holds an extensive amount information from support tickets to marketing efforts to email correspondences and much more. With so much available information, it's important that you can find what you need when you need...
  • Infor CRM v8: Creating and Running Mail Merge for Contacts or Leads

    Using the Mail Merge feature of SalesLogix can make sending communications to your Contacts and Leads simple and efficient, whether it's one person or a large group. But how do you create a mail merge document, and after you have one how do you send it out? In this workshop we will walk through the process of mail merge creation and the options available to you when sending out your finished document. Following this workshop you will have the ability to create and send communications to both your Contacts and Leads quickly and easily.
  • Infor CRM Web v8: Using the What's New Option

    If you want to find out what changes have been made in SalesLogix since your last login, or even earlier in the day, then you need to make use of the What's New option. You can use the Whats New feature to see new or modified Accounts, Contacts, Leads, Opportunities, Activities, Notes, History, Contracts, Defects, and Returns.
  • Saleslogix v8: Using the Duplicate Wizard

    Do you have duplicates clogging up SalesLogix and making a mess out of your data? You're not alone. No matter how vigilant you are about checking for duplicates before importing or adding Accounts/Contacts, it's inevitable that you will end up with duplicates. So what should you do? Get comfortable using the Duplicate Wizard.
  • Introduction to Customizing Saleslogix Mobile Using the New Saleslogix Mobile Toolkit

    The SalesLogix Mobile client is pretty awesome, but but figuring out how to create and apply customizations is not. This workshop will put you on the fast track to customizing the SalesLogix Mobile client with the help of the new SalesLogix Mobile Developer Toolkit.
  • Saleslogix Customization 101

    Are you in need of some basic customizations for your SalesLogix Web system? It's time to learn the basics and get the tools you need to make screen changes and other customizations. This is the class you need to get a handle on how to customize your SalesLogix Web and to understand the Application Architect and deployment process better. Best of all, you'll get familiar with what you can get done without code!
  • Infor CRM Web - Sales Forecasting

    Every sales manager wants to stay up-to-date on the opportunities his/her sales team is working and at what stage in the sales cycle the opportunities can be found. Infor CRM has a great sales forecasting tool, and when you know how to use it you will...
  • Infor CRM Web - Using Tickets

    When you're in a support role you need to know how to use tickets. Tickets contain all of the information that you will need to report, investigate, and close an inquiry or problem reported by a customer. With this feature you can insert new tickets...
  • Infor CRM Web - Marketing Campaigns

    The ability to create, launch, and manage a successful Marketing Campaign is essential for marketing. If you aren't confident in your ability to use the Campaign feature of Infor CRM Web (formerly Saleslogix Web) you could be missing out. The Infor...
  • Saleslogix Web - Creating Groups

    Creating a Group is a great way to save time when you need to work with a subset of records in your Saleslogix database. Groups are a collection of accounts, contacts, or opportunities that share a common value or characteristic. Groups allow a user to...
  • Saleslogix Web - Navigating Reports

    Do you want a simple way to incorporate data for a quick snapshot of important information in Saleslogix Web? If so, learning to run reports is a must! There are many types of data that you can run reports against, including but not limited to: Accounts...
  • Infor CRM Web - Creating a New Opportunity

    An Opportunity is a potential sale to an account, and the ability to accurately enter and track Opportunities can mean the success or failure of a sale. The Opportunity feature of Infor CRM Web allows sales representatives and sales managers to collect...
  • Saleslogix Web - Navigating the Web Client

    This workshop is specifically designed for the new, inexperienced Saleslogix Web user. In this workshop we will focus on navigating the Saleslogix Web workspace. General topics will include: Icons Toolbars User Preferences Menus Setting up your workspace...
  • Crystal Report Writing for Saleslogix

    The Crystal Report Writing for SalesLogix class takes you through the entire process of writing and using reports in SalesLogix. You will learn how to build many types of report and how to get the most out of your SalesLogix data and even from external data sources. This class is essential to understanding how to use and display the data you need in SalesLogix!
  • Creating a New Lead And Converting Leads To Contacts in Saleslogix

    In Saleslogix v7.0 we saw the addition of Leads. The creation of a separate Leads area was a great idea because it allows the user to keep potential customers separate from actual customers. Another benefit of the Leads area is that it helps to keep the...
  • Developer Training - Saleslogix .NET Extensions

    The SalesLogix .NET Extensions class jump starts your ability to customize and extend the SalesLogix v7 and higher LAN client using .NET and Visual Studio. You'll learn how to take advantage of all the power of the Microsoft .NET Framework and Visual Studio when developing for SalesLogix.
  • Developer Training - Process Orchestration for Saleslogix 7.5

    The Process Orchestration for SalesLogix 7.5 class will teach you how to leverage this powerful new addition to SalesLogix to create workflow, processes, and entity-level eventing that can be taken advantage of whether your SalesLogix implementation is web or LAN based.
  • Developer Training - Building Solutions for Saleslogix Web

    The Building Solutions for SalesLogix Web class provides developers with "start to finish" training for SalesLogix Web. This class takes you through the entire process of building a complete MainView solution in SalesLogix Web to cover the widest range of scenarios.
  • 4 Easy Ways to Look Up Records in Saleslogix

    A Saleslogix user often learns one way to look up records, but there are many ways to do so and you may find one you like better. In this workshop users will learn to lookup records four different ways, each of them unique, while no one way being definitively...
  • Mass Emails and Ad-hoc Groups in Saleslogix

    Many of the groups that are built in Saleslogix are built on conditions, but there are times when a group needs to be created without conditions. This type of group is called an ad-hoc group and the records contained within this type of group are static...
  • Creating a New Opportunity in Saleslogix

    An Opportunity is a potential sale to an account, and the ability to accurately enter and track Opportunities can mean the success or failure of a sale. The Opportunity feature of Saleslogix allows sales representatives and sales managers to collect,...
  • Importing a Group of Leads Into Saleslogix

    A great feature that was added in Saleslogix v7.0 was the ability to import a group of leads. Why is this great? Because now you can quickly import a group of leads whether you have 5 or 500. Now that is an improvement! This workshop will focus on the...
  • Creating Groups in Saleslogix

    The ability to build groups can save an enormous amount of time in your day and is a skill all Saleslogix users should possess. A group is a collection of accounts, contacts or opportunities that share a common value or characteristic. Creating a group...
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