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

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...

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Lead Import History in SalesLogix Cloud / Web [Video]

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 Watch video below: This view contains the following columns: Import Number - Unique number that identifies the lead import. Description...

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SalesLogix Import Wizard

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...

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SalesLogix List View

This question was posted by one of my customers. You know how in Microsoft Excel there is a gray column along the left side that is a line count of the rows? Is there a way to show such a column in the Contact-Groups list view? Answer- No, there is not a numbering sequence that you are able to view within...

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Creating New Tickets in SalesLogix Cloud / SalesLogix Web [Video]

This SalesLogix Training webinar shows the user how to create New Tickets in SalesLogix Cloud SalesLogix Web Client. Tickets allow user to create a ticket to resolve issues that customers may have with your products. This will also allows you to track the number of issues and the resolutions used to...

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Working with Activities - SalesLogix Cloud / Web [Video]

In this SalesLogix Training webinar the user will learn to work with Activities from the Activities entity. This feature allows the user to complete, view and edit activities directly from the Activities entity. Adding, editing and completing activities could not be made any easier. Link: http://www...

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Releasing Word Templates for Users in SalesLogix Cloud / Web Client [Video]

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 Architect. Once you have released them, all users...

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Creating a New Word Template in the SalesLogix Cloud / Web Client

In this SalesLogix Training webinar the user will learn how to create a New Word Template in the SalesLogix Cloud / Web Client. Look for several different webinars about Word Templates to incorporate all of the functionality into your templates. Look for: Creating Templates Releasing Templates Setting...

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SalesLogix Training - Options for Activities and Calendar in SalesLogix Cloud / Web [Video]

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 Web Client. Specifically the Activities and...

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Default Options for Opportunities and Groups - SalesLogix Training [Video]

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 about the available options for Opportunities...

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