Tag: SalesLogix Video
Adding New Products – Administration Options in SalesLogix Cloud / Web [Video]
This Saleslogix Training webinar will show the Admin user how to add New Products into the database.
SalesLogix Literature Fulfillment [Video]
This SalesLogix Training webinar will show the user how to fulfill Literature Requests.
Creating a New Literature Request in SalesLogix Web / Cloud [Video]
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]
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]
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]
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]
This SalesLogix Training webinar will look at Saleslogix Cloud Administration options for Picklists.
Using Roles – Administration Options in SalesLogix Cloud / Web [Video]
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]
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]
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.
Infor CRM Sync for Exchange: Action Required by August 31, 2026
Using Infor CRM Sync for Exchange with Microsoft 365? Your Exchange administrator must update tenant settings by August 31, 2026 to prevent sync disruption.
[Webinar] What’s Coming Next for Infor CRM SLX and Why v10 Matters
See what’s coming next for Infor CRM SLX, including new marketing workflows, automation improvements, and reasons to consider upgrading to v10.
Disable Caching in Infor CRM SLX Web Client
In the rare case caching is causing issues in the Infor CRM SLX web client, it is possible to disable specific types of caching by making edits using Application Architect, and then deploying.
AI Readiness Checklist for CRM Teams: Is Your CRM System Ready for AI?
Before using AI in Creatio, make sure your CRM data, users, processes, and automation foundation are ready. Use this practical AI readiness checklist for CRM teams.
Build Your Creatio AI Skills with the 2026 AI Summer Program
Join Creatio’s free 2026 AI Summer Program to learn how to identify, build, deploy, and manage AI agents.



