Creating Lead Qualification Questions in SalesLogix Cloud / SalesLogix Web Client [Video]

In this SalesLogix Training webinar the user will learn how create Lead Qualification questions necessary to qualify a lead


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. Each type of lead may require specific qualification questions. This webinar will provide the user with the tools to create those questions.


Dale Richter
Customer FX



ABOUT THE AUTHOR

Dale Richter

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

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