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Using the Options Button to Setup Individual User Options in SalesLogix Web

Did you know that as a SalesLogix Web end-user you can control the settings of some of your user option?  Take time to setup your individual options and make SalesLogix reflect the areas most important to you.  Here's how:


After logging into SalesLogix, click the Options button in the upper right-hand corner.

 

 After clicking Options a group of Tabs will be displayed.  From here you can begin setting up your options in a way that makes sense for you.

 

Don't forget to save when you are finished choosing your options.


 


-Brianna

 

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