Automatic Instead of Manual!
Contact Processes are a seldom used but powerful feature of SalesLogix. When set up correctly, Contact Processes can make life easier for the end user. Would you like life to be a bit easier? Key features of Contact Processes include:
- Standardize and automate key elements of regular customer contact processes
- Automate scheduling of follow-up activities such as mailings and phone calls
- Add decision points and conditional requirements before events are triggered
- Assign custom processes — such as 'Trade Show Lead' — to unique prospect groups
Only SalesLogix users with administrative rights can create Contact Processes, so if you're interested speak to your administrator. If you have administrative rights and are interested in learning more about creating a Contact Process visit our On Demand training here...
-Brianna
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