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.