Question: Is it possible in SalesLogix to have a Sales Process start up a Contact Process?
Answer: Yes, there are many actions that can be taken through a sales process. One being a Contact Process. You do not have to make this a required step within the sales process, the user can decide if assigning the contact process is necessary or not.
Below are possible actions that you can take as part of a sales process:
1. Mail Merge
2. Basic Script
3. Form
4. Phone Call
5. To-Do
6. Meeting
7. Literature Request
8. Contact Process
9. Activity Notepad
10. Custom
