In SalesLogix a Process is a series of tasks executed according to a defined path.  Using this feature of SalesLogix will increase the power users ability to stay informed during the sales process and never miss a beat!

This workshop will show the power user three simple Contact Processes that can be used in the everyday administration of SalesLogix.

1. Scheduling a phone call for a group of Contact records.
2. Writing a History Record to the Notes/History Tab for a group of contacts.
3. Sending out 3 emails over a period of 3 months to multiple contacts.

Upon completion of this workshop the power user will have the knowledge to create simple contact processes with ease.

Workshop registration is only available to registered community members. Registration is FREE and entitles you to full community benefits, such as workshops, forums, downloads and more! To register for this workshop, you must do one of the following: Register to become a community member Sign in if you are already a member

Select a Scheduled Workshop to Register

Feb 02, 2009 - Creating a Contact Process for SalesLogix v6.2 and Above