Free SalesLogix Training : SalesLogix

Adding New Products - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 20 Apr 2011 09:16:00 GMT

This Saleslogix Training webinar will show the Admin user how to add New Products into the database. The user can also , build group, add pricing and delete products if necessary. This is part of an entire series of Administrative Workshops.

Link: http://www.youtube.com/watch?v=1VYwJlasOLQ

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SalesLogix Literature Fulfillment [Video]

Dale Richter — Wed, 13 Apr 2011 08:46:00 GMT

This SalesLogix Training webinar will show the user how to fulfill Literature Requests.

It is necessary to use the LAN Client to fulfill Literature Requests. In the Web Client, you are able to view the Detail View of Literature Requests.

You are also able to delete and change Literature Requests in the Web Client.

I am looking forward to functionality that allows the user to fulfill from with the Web Client.

Link: http://www.youtube.com/watch?v=5Oyyj91JgCg

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Creating a New Literature Request in SalesLogix Web / Cloud [Video]

David Tinjum — Wed, 06 Apr 2011 09:58:00 GMT

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.

Link: http://www.youtube.com/watch?v=5O3QBq4j3jA

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Creating a New Literature Item - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 30 Mar 2011 08:25:00 GMT

This SalesLogix Training webinar will demonstrate to the Administrative User, how to create a New Literature Item for use when adding a Literature Request.

Link: http://www.youtube.com/watch?v=L7RHDbHIZCI

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Creating a New Note in SalesLogix Web / Cloud [Video]

Dale Richter — Wed, 23 Mar 2011 07:05:00 GMT

This SalesLogix training webinar will show the user how to create, edit and delete notes from a Contact record.

Link: http://www.youtube.com/watch?v=OhmGj4hrVfA

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Customization to the Account Detail View - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 16 Mar 2011 08:10:00 GMT

In this webinar I will show the Admin user how to add a Textbox onto the Account Detail view in the SalesLogix Web Client.

The user will learn to to add a field to the database, put an object on the Detail Form and deploy the website.

Some great information with some very easy steps to follow.

Link: http://www.youtube.com/watch?v=vY4YBtVMQkg

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Picklist Attributes - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 09 Mar 2011 10:19:00 GMT

This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.

In the new version 7.53, the Administrative user is able to change picklists attributes via the SalesLogix Web Client, without having to access the Application Architect.

Check out the video for more........

Link: http://www.youtube.com/watch?v=L8W-BJzWOCI

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Using Roles - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 02 Mar 2011 10:08:00 GMT

In this SalesLogix Training webinar the user will learn to manage roles in the SalesLogix Web Client.

These options are only available through the web client.

The user will learn to add functionality as well as users to exising roles.

Link: http://www.youtube.com/watch?v=7uLIgXj1LdM

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Creating a New Team - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 16 Feb 2011 09:55:00 GMT

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.

Link: http://www.youtube.com/watch?v=RT4CP-7kQtQ

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Adding a New User using the New Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 09 Feb 2011 11:28:00 GMT

This SalesLogix Training webinar series begins to take the user through all of the new Administration options that are available in the SalesLogix Web Client on the Cloud.

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.

Link: http://www.youtube.com/watch?v=YWAxi8Zqd-c

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Query Builder III- Building an Ad-Hoc Group and distinguishing between the different types of Groups [Video]

Dale Richter — Wed, 02 Feb 2011 14:36:00 GMT

In this SalesLogix Training webinar the user will learn to create an Ad-Hoc group from a group built on Conditions. This enables the user to delete contact records from the Ad-Hoc group.

It will also show the user how to distinguish between a group that is built on Conditions and one built as a Ad-Hoc group.

Part 3 of 3 webinars showing other features of Query Builder

Link: http://www.youtube.com/watch?v=DRqYxAbBgVY

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Query Builder II - Layout, Sorting and Defaults [Video]

Dale Richter — Wed, 26 Jan 2011 13:46:00 GMT

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 features of Query Builder

Link: http://www.youtube.com/watch?v=OGztVLNQKHw

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Query Builder I for the SalesLogix Web or SalesLogix Cloud [Video]

Dale Richter — Wed, 19 Jan 2011 09:51:00 GMT

Query Builer I

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.

Part 1 of 3 webinars showing other features of Query Builder

Link: http://www.youtube.com/watch?v=PRsjAGszPx4

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SalesLogix Web Client and SalesLogix Cloud Timelines [Video]

Dale Richter — Wed, 12 Jan 2011 10:39:00 GMT

This short SalesLogix Training webinar will show how to use Account Timelines in the SalesLogix Web Client and SalesLogix Cloud.

This new feature is not available in the LAN version of SalesLogix. It will also the user to get a visual representation of what is what happening with their accounts.

Check it out!

Link: http://www.youtube.com/watch?v=DcSY_aoMSM0

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Using Joins in SalesLogix Web / Cloud [Video]

Dale Richter — Wed, 05 Jan 2011 11:00:00 GMT

This SalesLogix Training webinar will focus on understanding, creating and editing Joins in SalesLogix.

A Join is how we connect two different tables in the database. In this webinar we will look at how Joins can effect the data the we see.

Check out the video to see all of the details.

Link: http://www.youtube.com/watch?v=T4aEfmG07Ek

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Multi-Level Grids for SalesLogix Cloud / Web [Video]

David Tinjum — Wed, 29 Dec 2010 09:19:00 GMT

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.

In this example, we go from Bids, to order, to invoices. Check out the video to see all of the details.

Link: http://www.youtube.com/watch?v=etLTNZqjFq4

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Sales Forecasting Part 2 - SalesLogix Cloud / Web Client [Video]

David Tinjum — Wed, 22 Dec 2010 10:01:00 GMT

In Part 2 of this SalesLogix Training webinar we will look at more options for Forecasting and managing a Pipeline.

There are several ways a Sales Manager can create Forecasts and Pipelines and we will review each of those.

This webinar consists of Part I and Part II

Link: http://www.youtube.com/watch?v=ctz2QEvqtnQ

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Sales Forecasting Part 1 - SalesLogix Cloud / Web Client [Video]

Dale Richter — Wed, 15 Dec 2010 10:21:00 GMT

In this SalesLogix Training webinar we will look at available options for Forecasting Sales and creating a Pipeline.

There are several ways a Sales Manager can create Forecasts and Pipelines and we will review each of those.

This webinar consists of Part I and Part II

Link: http://www.youtube.com/watch?v=k1EDYHPoT80

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Scheduling an Event in SalesLogix Cloud / Web [Video]

David Tinjum — Wed, 08 Dec 2010 12:44:00 GMT

Events include trade shows, business trips, conferences or other occasions that often span several days. When you schedule an event, it displays above the timeline on your Calendar view and in the Events tab on the Activities view. This SalesLogix Training webinar will show the user how to create an Event in the SalesLogix Web Client.

Link: http://www.youtube.com/watch?v=Rb4Jq1Q0IGg

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Lead Import History in SalesLogix Cloud / Web [Video]

David Tinjum — Wed, 01 Dec 2010 14:35:00 GMT

A short SalesLogix Training video explaining the Lead Import History functionality behind the menu item....Import History.

Link: http://www.youtube.com/watch?v=xigEgzphD0U

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This view contains the following columns:

Import Number - Unique number that identifies the lead import.
Description - Name of the list that was imported.
Create Date - Date the list was imported.
Status - Status of the import. For example, Completed.
Imported Count - Number of leads that were imported.
Duplicate Count - Number of duplicates in the import.
Merge Count - Number of records that were merged during the import.
Error Count - Number of errors that occurred during the import.

Importing Leads in SalesLogix Cloud / Web [Video]

David Tinjum — Fri, 29 Oct 2010 11:26:00 GMT

This short SalesLogix Training webinar will show the user how to import leads into the SalesLogix Cloud and SalesLogix Web Client.

You can also schedule an activity with each Lead imported.

Link: http://www.youtube.com/watch?v=7kjQibp80qY

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Changing Picklists in SalesLogix Web / SalesLogix Cloud [Video]

David Tinjum — Fri, 10 Sep 2010 18:44:00 GMT

This SalesLogix Training webinar will show the admin user how to add and change items in existing picklists. It will also addresss how to make these changes available in the SalesLogix Cloud / Web Client.

Link: http://www.youtube.com/watch?v=lk18SIyfo7g

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Using the Ticket Journal Tab in SalesLogix Web / SalesLogix Cloud [Video]

David Tinjum — Wed, 08 Sep 2010 14:07:00 GMT

This SalesLogix Training video shows the user how to use the Ticket Journal Tab in SalesLogix Cloud / Web.

Link: http://www.youtube.com/watch?v=znN2P7HTFdU

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SalesLogix Import Wizard

Dale Richter — Tue, 20 Jul 2010 17:01:00 GMT

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 that is available to SalesLogix users is located in the SalesLogix directory and is not a feature that is accessible within SalesLogix interface.

In other words, you cannot go to a Menu Item or an Icon and open the Import wizard. You can find the import wizard within the SalesLogix Directory on your computer, if you are running the LAN client. If not, you can also find it in the SalesLogix directory on your SalesLogix server.

One you find the importwiz.exe, you are able to double-click on it and run the Wizard. This wizard will enable the users to import basic .csv files or Excel Files.

Check it out, it saves alot of time when trying to get some basic information imported.

There is also a video on youtube.com/customerfx that will show you how to import.

Dale Richter

Customer FX

SalesLogix Activity Alarms

Dale Richter — Fri, 16 Jul 2010 20:13:00 GMT

This question was posted today.

I am a professional organizer and I client of mine uses SalesLogix to manage customer service, sales calls, and appointments. He is frustrated with the calendar feature in that all appointments in his calendar generate a task reminder unless he remembers to go into the calendar and manually mark the appointment as complete. Is there a way around this?

Answer:

Good Afternoon When the Activity reminber window comes up, and you choose to snooze all for a specific period of time, you automatically set an alarm on all activities.If you go to Tools/ Activity Reminder …..you can hightlight multiple activities and choose DISMISS, you are then dismissing the alarms. However, if you are scheduling Activities, you should also be completing Activities, which moves them to History. You should not just be scheduling and never completing. This makes for quite a mess and not a very organized method of managing activities. When you complete activities and they move to History, you know what has been completed and what has not. You are then easily able to review past account activity by browsing the Notes/History tab. If you have any other questions, please feel free to contact me. You can also view many SalesLogix Webinar on youtube. You can go to www.youtube.com/customerfx Dale RichterCustomer FX651-251-0207