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.


Dale Richter
Customer FX


Dale Richter

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

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