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All Tags » SalesLogix Web Client ( RSS)
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This Saleslogix Training webinar will show the Admin user how to add New Products into the database.
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This SalesLogix Training webinar will show the user how to fulfill Literature Requests.
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In this SalesLogix Training webinar I will demonstrate how to create a New Literature Request, using the LIterature Item that we created in the last webinar.
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This SalesLogix Training webinar will demonstrate to the Administrative User, how to create a New Literature Item for use when adding a Literature Request.
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This SalesLogix training webinar will show the user how to create, edit and delete notes from a Contact record.
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In this webinar I will show the Admin user how to add a Textbox onto the Account Detail view in the SalesLogix Web Client.
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This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.
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In this SalesLogix Training webinar the user will learn to manage roles in the SalesLogix Web Client.
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In this webinar we will look at the Administration Options in the SalesLogix Cloud. In this specific webinar we will look at creating a New Department.
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This SalesLogix Administrative Training webinar will show the user how to create a new Team for ownership of records. This is one of many in a series of webinars for Administrative Options.
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In this webinar the user will learn to add a new user. We will go through all of the options available in the User Profile.
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This SalesLogix Training webinar will show the user how to change the layout of a group. Also, how to sort by more than one field. The last tab, defaults will allow the user to create groups without duplicate records. Part 2 of 3 webinars showing other...
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This SalesLogix Training webinar will show the user how to create a basic contact group. It will show the user how to use "And" and "Or" and the brackets in the Conditions tab.
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This short SalesLogix Training webinar will show how to use Account Timelines in the SalesLogix Web Client and SalesLogix Cloud.
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This SalesLogix Training webinar will focus on understanding, creating and editing Joins in SalesLogix.
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This video shows functionality that allows you to create a Multi-Level Grid within SalesLogix Web / Cloud. We have also had many-to-one grids, but this will allow the user to create a multi level grid.
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In Part 2 of this SalesLogix Training webinar we will look at more options for Forecasting and managing a Pipeline.
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In this SalesLogix Training webinar we will look at available options for Forecasting Sales and creating a Pipeline.
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A short SalesLogix Training video explaining the Lead Import History functionality behind the menu item....Import History.
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In this SalesLogix Training webinar the user will learn how to relate an Asset to a Ticket in SalesLogix Cloud / Web. In order to accomplish this, the student will also learn to associate an Asset with an Account. Assets must be related to an Account...
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In this SalesLogix Training webinar the user will learn to use Defects and Returns in association with Tickets in SalesLogix Web / SalesLogix Cloud. Each of these are an entity of their own, with ability to add groups and additional detail information...
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Good Morning Everyone, I had a question this morning about the SalesLogix import wizard. OR ...should I say, does it exist? I have been working with SalesLogix for a long time and I often forget that some users are new to the product. The import wizard...
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This question was posted by one of my customers. You know how in Microsoft Excel there is a gray column along the left side that is a line count of the rows? Is there a way to show such a column in the Contact-Groups list view? Answer- No, there is not...
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This SalesLogix Training webinar shows the user how to create New Tickets in SalesLogix Cloud SalesLogix Web Client. Tickets allow user to create a ticket to resolve issues that customers may have with your products. This will also allows you to track...
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In this webinar the user will learn to work with Activities from the Activities entity.
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