What Are Contacts?

Contacts are key people associated with an account. You can enter your personal contacts into SalesLogix to help you maintain your personal schedule.

You can use the Contact Detail view to work with and record in-depth information about a single contact, or the Contact List view to work with contacts in a spreadsheet-type format.

Here are some of the features that are available to help you manage your contacts:

• Create groups to work with a subset of contacts. You can create groups based on specific sets of conditions, or by individually choosing contacts.

• Attach a process to a contact or group of contacts to automatically provide a customer follow-up or to perform a repetitive task.

In addition, you can share your SalesLogix contacts with a variety of Groupware applications, such as Microsoft Outlook, GroupWise, and Lotus Notes by using the Intellisync for SalesLogix feature. By synchronizing your contacts to these Groupware applications, you can share information with non-SalesLogix users more readily. You can also synchronize this data to your PDA of choice from the Groupware application.

Have a question about working with Contacts in SalesLogix?  Get it answered here...

Need training courseware on using Contacts?  You'll find it here v7... or v6... or v5...

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