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How to Create a Sales Funnel – Demo of SalesLogix Cloud / Web [Video]

Published by: David Tinjum

Sage SalesLogix provides several out-of-the-box widgets. You can add, edit, and remove widgets from the dashboard, and you can rearrange widgets on the page with drag-and-drop.


Using pre-defined filters, you can display metrics for your data across ranges or from distinct values and display this data in one of the charting widgets. For example, you can configure a column chart widget to display all the opportunities closed and won, by owner and the total amount of the sale, or a pie chart depicting sales won by a team.


Link: http://www.youtube.com/watch?v=OemTNem8sSE


Watch video below:



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About the Author
David Tinjum
David Tinjum
Dave is Founder and President of Customer FX Corporation. We all feel sorry for Dave - he's a wanna be geek who can't write a single line of code. How pathetic! Lucky for him, he's surrounded by a whole team of Alpha Geeks. Dave has been an industry insider since 1987 and is called the "Godfather of CRM" by some of his long time peers. He served as Chair of the GoldMine Channel Partner Council from 1993-2000 and Chair of the SalesLogix Business Partner Advisory Council from 1998-2004.

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