August 2009 - Posts

• Using Territory Realignment

  Learn how today! If there has been a change in your company's sales territory, or personnel moves, territory realignment can be your best friend. Learn how to take the headach out of changes to territories by joining us for the workshop, "Territory Realignment - SalesLogix v6.2 and Above". This Read more Posted Aug 31 2009, 12:02 AM by Brianna Ojard with 1 comment(s)

• Use SalesLogix Tickets to Document Time and Solutions

  Learn how to effectively use Tickets today! Today our featured workshop will focus on Tickets - "Document Time and Solutions Using Tickets - SalesLogix v6.2 and Above". If you feel as though you need a refresher on effective use of Tickets, or if you have never used Tickets Read more Posted Aug 24 2009, 12:02 AM by Brianna Ojard with no comments

• 4 Easy Ways to Look Up Records in SalesLogix

  There is more than one option. In today's workshop, "4 Easy Ways to Look Up Records in SalesLogix - v6.2 and Above", we will explore the options available to you for searching for information in SalesLogix. Often a user will only learn one way to perform look ups Read more Posted Aug 17 2009, 12:02 AM by Brianna Ojard with no comments

• SalesLogix New User Orientation

  Learn the basics. Have you just started using SalesLogix? Join us for the workshop, "New User Orientation for SalesLogix", at 2pm CST today! Familiarize yourself with the basic features and functionality of your SalesLogix system and learn how to Read more Posted Aug 10 2009, 12:02 AM by Brianna Ojard with no comments

• Sage Summit 2009 Customer Conference

  Additional information now available. Back in April I wrote a post about Sage Summit, but at the time very little information was available besides the date and location. There is now more information to share such as: agenda, events, travel and lodging info, and more! Read more Posted Aug 06 2009, 12:10 PM by Brianna Ojard with no comments

• Successfully Create a Mail Merge Document in SalesLogix

  Today's featured workshop. Using mail merge is a great way to reach out to a contact or a group of contacts in a quick and efficient manner. In today's workshop, "Create a Mail Merge Document - SalesLogix v6.2 and Above", we will walk through creating templates for your mail merge Read more Posted Aug 03 2009, 12:02 AM by Brianna Ojard with no comments