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All Tags » SalesLogix » SalesLogix Web ( RSS)
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In this webinar the user will learn to work with Activities from the Activities entity.
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This SalesLogix Training clip will show the user how to search for matching records prior to adding a new Contact/Account to the SalesLogix Cloud / Web database.
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This is a short SalesLogix Training webinar about releasing templates for users in the SalesLogix Web / Cloud. You are able to create private templates in the Web Client. In order to make the available to everyone, you must release them in the SalesLogix...
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I'm pleased to announce the first SalesLogix Training Video-By-Request "Sales Forecasting in SalesLogix Web / Cloud". Actually a two part series, the topic was requested by one of our clients this week.
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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. This SalesLogix Training webinar will focus on the Options available in the SalesLogix...
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For SalesLogix Cloud / Web. 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 SalesLogix Training webinar the user will learn...
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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...
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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...
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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
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This SalesLogix Training webinar will teach the user how to schedule a Literature Request in the SalesLogix Web Client.
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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In this video webinar the Marketing Professional will learn how to create a New Marketing Campaign in SalesLogix
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