Login / Register  search  syndication  about



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 can do with the email feature of Saleslogix - emails can be sent to one or many contacts, templates or one-off messages can be used, emails can be saved to contact records not associated with the email address, email attachments can be saved under the Attachments tab, and emails not created in Saleslogix can still be saved to a Saleslogix contact.

Upon completion of this Workshop the user will be able to create and file emails and schedule appropriate follow-up actions, creating an organized and complete record to help the user stay on top of their tasks.

Presented in conjunction with www.goodtraining.com at no charge.

Workshop Registration

  Workshop registration is only available to registered users.

Registration is FREE and entitles you to full benefits, such as workshops, labs, and more!

To register for this workshop, you must do one of the following:

Select a Scheduled Workshop to Register

No scheduled workshops - Contact us to request your own private workshop

Bookmark and Share
All contents Copyright © 2015 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register