Saving an email to SalesLogix account/contact records is an important part of keeping accurate, up-to-date information of daily correspondences.  There are many things you can do with the email feature of SalesLogix - emails can be created for one or many contacts, templates can be used, emails can be saved to contact records not associated with the email address, email attachments can be saved to the Attachments tab, and emails not created from SalesLogix can still be saved to SalesLogix.

This Workshop will help the user to file emails and schedule follow-up activities.

Upon completion of this Workshop the user will be able to file emails and schedule appropriate follow-up activities, creating an organized record to help the user stay on top of tasks.

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