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 be created either by Import or one by one. In this webinar the user will learn how to create one individual Lead.


Link: http://www.youtube.com/watch?v=xOcOr-_i4l8


Dale Richter
Customer FX



ABOUT THE AUTHOR

Dale Richter

Director of Training- I have worked with Customer FX since 1997

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