How Do You Have a Sales Process Start-Up a Contact Process in SalesLogix?

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

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Your email address will not be published.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!