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  • Setting Up New Users in Infor CRM v8.x

    When you install a new Infor CRM (formerly Saleslogix) system, one of the first tasks you need to accomplish is creating the Infor CRM users. After all, how useful can Infor CRM be without a user base? During this workshop we will focus on the the different options available to the Administrator when...
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  • Creating and Deleting Filters in Infor CRM Web v8

    The Filters feature in Infor CRM Web (formerly Saleslogix) is a great tool to use when you need filter down a Group based on specific specific features. The question is, do you know how use Filters? In this workshop you will learn how to add a Filter based on an existing field within the database and...
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  • Infor CRM v8: Exploring Search Options and Filters

    Infor CRM (formerly Saleslogix) holds an extensive amount information from support tickets to marketing efforts to email correspondences and much more. With so much available information, it's important that you can find what you need when you need it. In this workshop we are going to explore Infor...
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  • Infor CRM v8: Creating and Running Mail Merge for Contacts or Leads

    Using the Mail Merge feature of Infor CRM (formerly Saleslogix) can make sending communications to your Contacts and Leads simple and efficient, whether it's one person or a large group. But how do you create a mail merge document, and after you have one how do you send it out? In this workshop we...
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  • Infor CRM Web v8: Using the What's New Option

    If you want to find out what changes have been made in Infor CRM Web (formerly Saleslogix) since your last login, or even earlier in the day, then you need to make use of the What's New option. You can use the What's New feature to see new or modified Accounts, Contacts, Leads, Opportunities...
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  • Saleslogix v8: Using the Duplicate Wizard

    Do you have duplicates clogging up Saleslogix and making a mess out of your data? You're not alone. No matter how vigilant you are about checking for duplicates before importing or adding Accounts/Contacts, it's inevitable that you will end up with duplicates. So what should you do? Get comfortable...
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  • Introduction to Customizing Saleslogix Mobile Using the New Saleslogix Mobile Toolkit

    The Saleslogix Mobile client is pretty awesome, but figuring out how to create and apply customizations is not. This workshop will put you on the fast track to customizing the Saleslogix Mobile client with the help of the new Saleslogix Mobile Developer Toolkit. Workshop Overview In this workshop you...
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  • Customer FX October 2011 Newsletter

    SalesLogix information and free training inside! Not part of the Customer FX Newsletter mailing list? Not a problem! Attached you will find our newsletter for October 2011. If you would like to be added to our list, email brianna.tinjum@customerfx.com. -Brianna
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  • Saleslogix Customization 101

    Experience the joy of codeless customization. Are you in need of some basic customizations for your Saleslogix Web / Cloud system? It's time to learn the basics and get the tools you need to make screen changes and other customizations. This is the class you need to get a handle on how to customize...
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  • Infor CRM Web - Sales Forecasting

    Every sales manager wants to stay up-to-date on the opportunities his/her sales team is working and at what stage in the sales cycle the opportunities can be found. Infor CRM has a great sales forecasting tool, and when you know how to use it you will be able to better manage your sales team and their...
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