
This is what you have to look forward to:
New Web Administrator Tool:- Departments – add, edit, or delete departments that can be used as a specialized team.
- Lead Sources – add, edit, or delete lead sources that identify how a contact or lead was created.
- Literature Items – add, edit, or delete literature items available for literature requests.
- Library – add, edit, or delete library folders and documents.
- Pick Lists – add, edit, or delete pick lists to help users improve data consistency.
- Products and Packages – add, edit, or delete products and product packages (a collection of products) that can be associated to an opportunity or sales order.
- Teams – create and manage teams that can be used to define account ownership and access.
- Users – add users, manage profiles, and set security.
- Roles – manage a user’s access to Web Client features by role.
- Drag and Drop E-mail from Microsoft Outlook
- Outlook Integration – Send SLX and Record to History
- Mail Merge
- Export to Excel
- Drag and Drop Library files (Administrator only)
- Link Widget: lets you bookmark your favorite areas or entities in the product or even favorite Websites or sources outside Sage SalesLogix
- Charting Widgets: create custom charts for any entity, group, dimension (filter) and metric that enable you to analyze data including bar, column, funnel, line, and pie charts.
-Brianna
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