Set yourself up to win. Make sure your sales pipeline is setup in a way that meets your unique needs, ensuring that your sales forecast is accurate and useful. How? Join us on Monday, May 23rd at 2pm CDT as we walk through different options available when setting up your sales pipeline, and how to […]
There’s still time to register! If you’re using Infor CRM there will come a time when you need to create a group, and whether you’re creating groups on a regular basis, or your group creation is sporadic, it’s important to understand how to setup the criteria you need. Join us Monday, May 9th at 2pm […]
Monday, May 2nd at 2pm CDT. It’s not too late to register for our workshop aimed at helping end-users create a new Opportunity in Infor CRM (Saleslogix) Web. This free workshop is great when you’re short on time, but need to get comfortable creating Opportunities and setting your default options. Register now!
Join us Monday, April 25th at 2pm CDT. Are you familiar with the Global Replace Wizard? No, you’re not? Then Monday’s workshop is perfect for you. We’ll review how Global Replace can take the hassle out of updating multiple records and how to use the Global Replace Wizard properly. All in under 30 minutes. Register […]
Monday, April 18th at 2pm CDT. If you’re interested in better management of, and insight to, your opportunities and sales pipeline our Infor CRM Sales Forecasting workshop is a good place to start. Join us as we review the options available for forecasting sales, pipeline options, and how to create a pipeline. Did we mention the […]
Learn how to declutter your Infor CRM system on Monday, April 4th. When you’re organized and can find the things you need life runs much more smoothly. The same can be said for Infor CRM. How did ABC Corp. and ABC Corporation both end up in your system? Are they really two separate Accounts? Join us […]
This Saleslogix Training webinar will show the Admin user how to add New Products into the database.
This SalesLogix Training webinar will show the user how to fulfill Literature Requests.
In this SalesLogix Training webinar I will demonstrate how to create a New Literature Request, using the LIterature Item that we created in the last webinar.
This SalesLogix Training webinar will demonstrate to the Administrative User, how to create a New Literature Item for use when adding a Literature Request.
This SalesLogix training webinar will show the user how to create, edit and delete notes from a Contact record.
In this webinar I will show the Admin user how to add a Textbox onto the Account Detail view in the SalesLogix Web Client.
This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.
In this SalesLogix Training webinar the user will learn to manage roles in the SalesLogix Web Client.
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.
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.
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.
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:
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.