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Infor CRM

Searching for Matching Records in the SalesLogix Cloud / Web Client [Video]

Published by: David Tinjum

This SalesLogix Training clip will show the user how to search for matching records prior to adding a new Contact/Account to the SalesLogix Cloud / Web database.


Link: http://www.youtube.com/watch?v=5LhPk2qb_jk


Watch the 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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