Tag: SalesLogix Video

Adding New Products – Administration Options in SalesLogix Cloud / Web [Video]

by Dale Richter | Apr 20, 2011 | Infor CRM

This Saleslogix Training webinar will show the Admin user how to add New Products into the database.

SalesLogix Literature Fulfillment [Video]

by Dale Richter | Apr 13, 2011 | Infor CRM

This SalesLogix Training webinar will show the user how to fulfill Literature Requests.

Creating a New Literature Request in SalesLogix Web / Cloud [Video]

by David Tinjum | Apr 6, 2011 | Infor CRM

In this SalesLogix Training webinar I will demonstrate how to create a New Literature Request, using the LIterature Item that we created in the last webinar.

Creating a New Literature Item – Administration Options in SalesLogix Cloud / Web [Video]

by Dale Richter | Mar 30, 2011 | Infor CRM

This SalesLogix Training webinar will demonstrate to the Administrative User, how to create a New Literature Item for use when adding a Literature Request.

Creating a New Note in SalesLogix Web / Cloud [Video]

by Dale Richter | Mar 23, 2011 | Infor CRM

This SalesLogix training webinar will show the user how to create, edit and delete notes from a Contact record.

Customization to the Account Detail View – Administration Options in SalesLogix Cloud / Web [Video]

by Dale Richter | Mar 16, 2011 | Infor CRM

In this webinar I will show the Admin user how to add a Textbox onto the Account Detail view in the SalesLogix Web Client.

Picklist Attributes – Administration Options in SalesLogix Cloud / Web [Video]

by Dale Richter | Mar 9, 2011 | Infor CRM

This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.

Using Roles – Administration Options in SalesLogix Cloud / Web [Video]

by Dale Richter | Mar 2, 2011 | Infor CRM

In this SalesLogix Training webinar the user will learn to manage roles in the SalesLogix Web Client.

Creating a New Department – Administration Options in SalesLogix Cloud / Web [Video]

by Dale Richter | Feb 23, 2011 | Infor CRM

In this webinar we will look at the Administration Options in the SalesLogix Cloud. In this specific webinar we will look at creating a New Department.

Creating a New Team – Administration Options in SalesLogix Cloud / Web [Video]

by Dale Richter | Feb 16, 2011 | Infor CRM

This SalesLogix Administrative Training webinar will show the user how to create a new Team for ownership of records. This is one of many in a series of webinars for Administrative Options.

Adding a New User using the New Administration Options in SalesLogix Cloud / Web [Video]

by Dale Richter | Feb 9, 2011 | Infor CRM

In this webinar the user will learn to add a new user. We will go through all of the options available in the User Profile.

Query Builder III- Building an Ad-Hoc Group and distinguishing between the different types of Groups [Video]

by Dale Richter | Feb 2, 2011 | Infor CRM

In this SalesLogix Training webinar the user will learn to create an Ad-Hoc group from a group built on Conditions.

Query Builder II – Layout, Sorting and Defaults [Video]

by Dale Richter | Jan 26, 2011 | Infor CRM

This SalesLogix Training webinar will show the user how to change the layout of a group. Also, how to sort by more than one field. The last tab, defaults will allow the user to create groups without duplicate records. Part 2 of 3 webinars showing other features of Query Builder Link: http://www.youtube.com/watch?v=OGztVLNQKHw Watch video below:

Query Builder I for the SalesLogix Web or SalesLogix Cloud [Video]

by Dale Richter | Jan 19, 2011 | Infor CRM

This SalesLogix Training webinar will show the user how to create a basic contact group. It will show the user how to use "And" and "Or" and the brackets in the Conditions tab.

SalesLogix Web Client and SalesLogix Cloud Timelines [Video]

by Dale Richter | Jan 12, 2011 | Infor CRM

This short SalesLogix Training webinar will show how to use Account Timelines in the SalesLogix Web Client and SalesLogix Cloud.

Using Joins in SalesLogix Web / Cloud [Video]

by Dale Richter | Jan 5, 2011 | Infor CRM

This SalesLogix Training webinar will focus on understanding, creating and editing Joins in SalesLogix.

Multi-Level Grids for SalesLogix Cloud / Web [Video]

by David Tinjum | Dec 29, 2010 | Infor CRM

This video shows functionality that allows you to create a Multi-Level Grid within SalesLogix Web / Cloud. We have also had many-to-one grids, but this will allow the user to create a multi level grid.

Sales Forecasting Part 2 – SalesLogix Cloud / Web Client [Video]

by David Tinjum | Dec 22, 2010 | Infor CRM

In Part 2 of this SalesLogix Training webinar we will look at more options for Forecasting and managing a Pipeline.

Sales Forecasting Part 1 – SalesLogix Cloud / Web Client [Video]

by Dale Richter | Dec 15, 2010 | Infor CRM

In this SalesLogix Training webinar we will look at available options for Forecasting Sales and creating a Pipeline.

Scheduling an Event in SalesLogix Cloud / Web [Video]

by David Tinjum | Dec 8, 2010 | Infor CRM

Events include trade shows, business trips, conferences or other occasions that often span several days. When you schedule an event, it displays above the timeline on your Calendar view and in the Events tab on the Activities view.