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


Dale Richter

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

Submit a Comment

Your email address will not be published. Required fields are marked *

Subscribe To Our Newsletter

Join our mailing list to receive the latest Infor CRM (Saleslogix) and Creatio (bpm'online) news and product updates!

You have Successfully Subscribed!