I would like to know how I can email an account manager directly to let them know about an opportunity without just sending them an email from outlook with the job number or name attached. I had a way to do this in Salesforce, I can't seem to figure out how to do this in Saleslogix. Any help would be appreciated. Thanks.

Laura,

I actually use an add-on program for SalesLogix call Knowledge Sync. I will automatically send an email message anytime an Opportunity is added.

I hope this helps.

Dale Richter

That sounds good. But is that the only way to do it?

That is one thing I have learned from using SalesLogix. There is always multiple ways of doing anything.

If your company is using a sync server, there is also Agents that can be used to send emails and reports.

You could also create a Contact Process that you would have to assign to the contact that is associated with the opportunity, but it could automatically send out an email template.

There are probably more that I can't think of...off the top of my head. Perhaps another user has some ideas.

I would check with your business partner to see which method would best fit your needs.

Dale

Hi Laura

There's a copy of things you can use (and combine). Firstly, there's the Copy Opp Info to Email - this is in the snapshot at the bottom and copies out the salient info.

Next, you will want to press CTRL-L to copy the Link to the Opp. Then, in the email - you can paste this in (via a hyperlink) - that way, if your salesperson also uses SLX then he can simply click on the link and it will take him directly to it.

Thx
Mike

 

Ok, the only snapshot I see is for the sales process showing the stage of the sales process it is in. There isn't anything I can find that copies opportunity info. I need to be able to make sure the salesforce can see the deal info on the opportunity.