Free SalesLogix Training : SalesLogix Video, SalesLogix: SalesLogix Web Client

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 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 Department - Administration Options in SalesLogix Cloud / Web [Video]

Dale Richter — Wed, 23 Feb 2011 10:43:00 GMT

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.

Link: http://www.youtube.com/watch?v=WMWf2_OftMc

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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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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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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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