April 2010 - Posts

• Changing Options on the General / Search Tab in the SalesLogix Web Client [Video]

  Another Free SalesLogix Training video from Customer FX. Setting specific options for a user can make all the difference in the world for the user experience. Check out all of the options and choose the ones that fit your needs. In this short webinar... Read more Posted Apr 30 2010, 11:10 AM by Dale Richter with 1 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• The Recently View Records Feature in SalesLogix Web Client [Video]

  In this SalesLogix Training webinar you will learn to use the functionality that allows the user to retrieve recently accessed records. This will shorten the length of time to access records that have been used during the currentl session. Every shortcut... Read more Posted Apr 22 2010, 12:15 PM by Dale Richter with 1 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• Completing Literature Requests in SalesLogix Web Client [Video]

  In this SalesLogix Training video the SalesLogix Admin user will learn how to fulfill Literatrue requests that have been scheduled by Sales Users. Please see other videos for Scheduling a Literature Requests. Link: http://www.youtube.com/watch?v=m9obw4cmr1s Read more Posted Apr 20 2010, 07:27 AM by Dale Richter with 1 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• Scheduling a Literature Request in the SalesLogix Web Client [Video]

  This SalesLogix Training webinar will teach the user how to schedule a Literature Request in the SalesLogix Web Client. Read more Posted Apr 15 2010, 04:50 PM by Dale Richter with 1 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• Closing an Opportunity in SalesLogix Web Client [Video]

  This SalesLogix Training webinar will show the user how to close an opportunity. Moving an opportunity through the pipeline and eventually closing the opportunity is an important part of forecasting. This webinar will show you the importance of closing... Read more Posted Apr 13 2010, 04:27 PM by Dale Richter with 1 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• Creating a New Opportunity in SalesLogix Web [Video]

  This short SalesLogix Training webinar will show the user how to create a new opportunity in the SalesLogix Web Client. A very important part of forecast is the ability to create and manage opportunities. Dale Richter Customer FX Link: http://www.youtube... Read more Posted Apr 09 2010, 11:05 AM by Dale Richter with no comments Tags: SalesLogix Web, SalesLogix Training, SalesLogix Video, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• Creating New Contacts and Accounts for SalesLogix Web Client [Video]

  This webinar will show the user how to Create New Contacts and Accounts in the SalesLoigx Web Client. Central to using SalesLogix Web Client, is the Contact and Account entities. In order to begin using the system, users must be able to create New Contacts... Read more Posted Apr 06 2010, 03:56 PM by Dale Richter with 1 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Video, SalesLogix Cloud, SalesLogix Web Client, SalesLogix

• Converting a Lead in SalesLogix Web Client [Video]

  This webinar will teach the user how to convert a Lead into an Account/Contact in your SalesLogix Web database. 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... Read more Posted Apr 01 2010, 11:44 AM by Dale Richter with 262 comment(s) Tags: SalesLogix Web, SalesLogix Training, SalesLogix Video, SalesLogix Cloud, SalesLogix Web Client, SalesLogix