Creating a New Note in SalesLogix Web / Cloud [Video]
This SalesLogix training webinar will show the user how to create, edit and delete notes from a Contact record.
Customization to the Account Detail View – Administration Options in SalesLogix Cloud / Web [Video]
In this webinar I will show the Admin user how to add a Textbox onto the Account Detail view in the SalesLogix Web Client.
Picklist Attributes – Administration Options in SalesLogix Cloud / Web [Video]
This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.
Using Roles – Administration Options in SalesLogix Cloud / Web [Video]
In this SalesLogix Training webinar the user will learn to manage roles in the SalesLogix Web Client.
Creating a New Department – Administration Options in SalesLogix Cloud / Web [Video]
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.
Creating a New Team – Administration Options in SalesLogix Cloud / Web [Video]
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.
Adding a New User using the New Administration Options in SalesLogix Cloud / Web [Video]
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.
Query Builder III- Building an Ad-Hoc Group and distinguishing between the different types of Groups [Video]
In this SalesLogix Training webinar the user will learn to create an Ad-Hoc group from a group built on Conditions.
Query Builder II – Layout, Sorting and Defaults [Video]
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 Watch video below:
Query Builder I for the SalesLogix Web or SalesLogix Cloud [Video]
This SalesLogix Training webinar will show the user how to create a basic contact group. It will show the user how to use "And" and "Or" and the brackets in the Conditions tab.
SalesLogix Web Client and SalesLogix Cloud Timelines [Video]
This short SalesLogix Training webinar will show how to use Account Timelines in the SalesLogix Web Client and SalesLogix Cloud.
Using Joins in SalesLogix Web / Cloud [Video]
This SalesLogix Training webinar will focus on understanding, creating and editing Joins in SalesLogix.
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.
Relating Assets to Tickets in SalesLogix Web and SalesLogix Cloud [Video]
In this SalesLogix Training webinar the user will learn how to relate an Asset to a Ticket in SalesLogix Cloud / Web. In order to accomplish this, the student will also learn to associate an Asset with an Account. Assets must be related to an Account before they can be related to a Ticket. Check […]
Using Defects and Returns in SalesLogix Cloud / SalesLogix Web
In this SalesLogix Training webinar the user will learn to use Defects and Returns in association with Tickets in SalesLogix Web / SalesLogix Cloud. Each of these are an entity of their own, with ability to add groups and additional detail information if needed. This funcionality also enables you to track the number of Defects […]
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 in […]
SalesLogix Activity Alarms
I am a professional organizer and I client of mine uses SalesLogix to manage customer service, sales calls, and appointments. He is frustrated with the calendar feature in that all appointments in his calendar generate a task reminder unless he remembers to go into the calendar and manually mark the appointment as complete. Is there a way around this?
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 […]
Using Contracts with Accounts and Tickets in SalesLogix Cloud / SalesLogix Web
This SalesLogix Training webinar will show the user how to create and use Contracts in SalesLogix Web / SalesLogix Cloud. They will create contracts on the Account Detail view and then use the contracts on the Insert Ticket Dialog box.
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 address the problems. Other Ticket […]
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