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Closing an Opportunity in SalesLogix Web Client [Video]

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 an opportunity as well as the steps to accomplish...

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Creating a New Opportunity in SalesLogix Web [Video]

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.com/watch?v=Z9_X_EdjCas

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Creating New Contacts and Accounts for SalesLogix Web Client [Video]

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 and Accounts. Managing these entiites are the...

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Converting a Lead in SalesLogix Web Client [Video]

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 then be converted into a Account/Contact. Dale...

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Creating Lead Qualification Questions in SalesLogix Cloud / SalesLogix Web Client [Video]

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, it can then be converted into a Account/Contact...

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Creating a New Lead in SalesLogix Cloud / SalesLogix Web Client [Video]

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 be converted into a Account/Contact. Leads can...

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Creating Ad-Hoc Groups in the SalesLogix Cloud / SalesLogix Web Client [Video]

This SalesLogix Training webinar will show the user how to create Ad-Hoc Groups in the SalesLogix Web Client. This specific functionality allows users to freely pick the records that they would like to include in their group. Standard group functionality requires static criteria that must be used in...

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Opening Several Records in the SalesLogix Cloud / Web Client [Video]

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 up that ability. Dale Richter Customer FX

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SalesLogix Web Client - Marketing Campaigns Part III [Video]

This webinar (SalesLogix Web Client-Marketing Campaigns Part III) winds up the three part series on Marketing Campaigns. This webinar rounds out the entire series by showing the user how the campaigns are launched and the importance of documenting responses and associating opportunities to specific campaigns...

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SalesLogix Web Client- Marketing Campaigns Part II [Video]

In this webinar, students will learn how to create Stages, Tasks and also how to create a Target List. Creating these items will help the Marketing Individual track budget numbers and also track the targets that have received this specific campaign.

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