Releasing Word Templates for Users in SalesLogix Cloud / Web Client [Video]

This is a short SalesLogix Training webinar about releasing templates for users in the SalesLogix Web / Cloud. You are able to create private templates in the Web Client. In order to make the available to everyone, you must release them in the SalesLogix Architect.

Once you have released them, all users or the chosen users would be able to access them under public templates.


Watch the video below:



Dale Richter

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

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