March 2010 - Posts

• Creating Lead Qualification Questions in SalesLogix Cloud / SalesLogix Web Client [Video]

  In this SalesLogix Training webinar the user will learn how create Lead Qualification questions necessary to qualify a lead Leads are a totally seperate entity from Contacts and Accounts. Leads reside in a table by themselves. Once a Lead has been qualified... Read more Posted Mar 29 2010, 09:20 AM by Dale Richter with 1 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Video, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• Creating a New Lead in SalesLogix Cloud / SalesLogix Web Client [Video]

  This SalesLogix Training webinar will show the user how to create a New Lead in the SalesLogix Web Client. Leads are a totally seperate entity from Contacts and Accounts. Leads reside in a table by themselves. Once a Lead has been qualified, it can then... Read more Posted Mar 25 2010, 08:10 AM by Dale Richter with 1 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• Creating Ad-Hoc Groups in the SalesLogix Cloud / SalesLogix Web Client [Video]

  This SalesLogix Training webinar will show the user how to create Ad-Hoc Groups in the SalesLogix Web Client. This specific functionality allows users to freely pick the records that they would like to include in their group. Standard group functionality... Read more Posted Mar 24 2010, 10:26 AM by Dale Richter with 1 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Video, SalesLogix Cloud, SalesLogix Web Client

• Opening Several Records in the SalesLogix Cloud / Web Client [Video]

  This webinar will show the user how to open several records at one time. Often you would like to be able to open a couple of records at once, in order to compare or to look at data from two different accounts. Using this functionality can greatly speed... Read more Posted Mar 23 2010, 01:10 PM by Dale Richter with no comments Tags: SalesLogix Web, SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• SalesLogix Web Client - Marketing Campaigns Part III [Video]

  This webinar rounds out the entire series by showing the user how the campaigns are launched and the importance of documenting responses and associating opportunities to specific campaigns. Read more Posted Mar 19 2010, 07:14 AM by Dale Richter with no comments Tags: SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client

• SalesLogix Web Client- Marketing Campaigns Part II [Video]

  In this webinar, students will learn how to create Stages, Tasks and also how to create a Target List. Read more Posted Mar 18 2010, 08:31 AM by Dale Richter with no comments Tags: SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client

• SalesLogix Web Client- Marketing Campaigns Part I [Video]

  In this video webinar the Marketing Professional will learn how to create a New Marketing Campaign in SalesLogix Read more Posted Mar 15 2010, 09:30 AM by Dale Richter with no comments Tags: SalesLogix Web, SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client, SalesLogix