January 2011 - Posts

• SalesLogix Mail Merge Documents Creation

  Today's free workshop. Have you been taking advantage of SalesLogix's mail merge functionality? Creating a mail merge document and sending it out to your customer/s is a great way to keep them up-to-date with pertinent information from your company Read more Posted Jan 31 2011, 12:02 AM by Brianna Ojard with no comments

• Using Global Replace to Update Records in SalesLogix - Workshop

  Skill worth having. At 2pm CST we will hold the workshop, "Global Replace - Updating Records", that will walk you through how to use Global Replace. I have found this feature to be useful many times through the years, and if you're unfamiliar with what Global Replace Read more Posted Jan 24 2011, 12:02 AM by Brianna Ojard with 1 comment(s)

• Marketing and SalesLogix Web

  Using the Campaign feature. Want to use the Campaign feature of SalesLogix Web but don't know where to start? A good place would be today's workshop, "SalesLogix Web - Marketing Campaigns". This workshop will walk you through the feature Read more Posted Jan 17 2011, 12:02 AM by Brianna Ojard with 1 comment(s)

• Effectively Managing Your SalesLogix Dashboard

  Join us for a free workshop at 2pm CST. The SalesLogix Dashboard is a great feature, if you know how to use it. To ensure that you can take advantage of all the dashboard has to offer we are holding the workshop, "Managing Your Dashboard - SalesLogix v7.x and Above", today at 2pm CST Read more Posted Jan 10 2011, 12:02 AM by Brianna Ojard with 1 comment(s)

• Group Building in SalesLogix Web

  Learn how today. For this week's free, SalesLogix workshop we are going to be reviewing how to create a group in the SalesLogix Web client. Group building can be tricky, and if you're used to the Windows client Read more Posted Jan 03 2011, 12:02 AM by Brianna Ojard with 1 comment(s)