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Free SalesLogix Workshops
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Looking to sharpen your skills to get the most out of SalesLogix? These workshops are for you. Look over the list and click a few to view the information covered in the workshop. Take a look at the scheduled list to the right for upcoming scheduled workshops to register! |
Workshops
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If you want to find out what changes have been made in SalesLogix since your last login, or even earlier in the day, then you need to make use of the What's New option. You can use the What's New feature to see new or modified Accounts, Cont...
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SalesLogix holds an extensive amount information from support tickets to marketing efforts to email correspondences and much more. With so much available information, it's important that you can find what you need when you need it. In ...
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Using the Mail Merge feature of SalesLogix can make sending communications to your Contacts and Leads simple and efficient, whether it's one person or a large group. But how do you create a mail merge document, and after you have one how do ...
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Do you have duplicates clogging up SalesLogix and making a mess out of your data? You're not alone. No matter how vigilant you are about checking for duplicates before importing or adding Accounts/Contacts, it's inevitable that you wil...
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Every sales manager wants to stay up-to-date on the opportunities his/her sales team is working and at what stage in the sales cycle the opportunities can be found. SalesLogix has a great sales forecasting tool, and when you know how to use it you...
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When you're in a support role you need to know how to use tickets. Tickets contain all of the information that you will need to report, investigate, and close an inquiry or problem reported by a customer. With this feature you can ins...
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The Campaign functionality of SalesLogix that allows users to create, edit, and delete Campaigns. A user can also create Stages and Tasks needed for a Campaign, and once a Campaign is launched the responses can be tracked. ...
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Creating a Group is a great way to save time when you need to work with a subset of records in your SalesLogix database. Groups are a collection of accounts, contacts, or opportunities that share a common value or characteristic. Groups allo...
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Do you want a simple way to incorporate data for a quick snapshot of important information in SalesLogix Web? If so, learning to run reports is a must! There are many types of data that you ...
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This workshop is specifically designed for the new, inexperienced SalesLogix Web user. In this workshop we will focus on navigating the SalesLogix Web workspace.&nb...
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In SalesLogix an Opportunity is a potential sale to an account. The ability to accurately enter and track Opportunities can mean the success or failure of a sale. Opportunities enable sales people and sales managers to collect, analyze, fore...
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The Leads area was a new addition in SalesLogix v7.x, and is a great tool for keeping your database clean. With this feature you can keep potential customers separate from actual customers.
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The ability to import groups of leads is a function that was made available in SalesLogix v7.x. This function allows you to quickly perform an import for groups of leads - whether you have 30...
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Are you forgetting something important? Maybe that is because the Activity Reminder changed in v7.x and you just upgraded from a pre-v7 version.&...
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Reports are an integral part of SalesLogix, they provide a simple way to incorporate data for a quick snapshot of important information. There are many types of data that you can run reports again...
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The SalesLogix Dashboard is a great tool that allows for real-time insight into important information for all levels of an organization. The Dashboard featur...
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Would you like to use the Query Builder but lack the necessary training to put it to proper use? Than this is the Workshop for you! The SalesLogix Query Builder is a powerful tool that allows the user to create personalized groups. U...
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The Knowledge Base is a search engine that allows the users to search Tickets, History, and the Library for pertinent information. A user also ha...
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The ability to create and launch a successful Campaign is essential for marketing. SalesLogix has Campaign functionality that allows users to create, edit, and delete Campaigns. A user can also create Stages and Tasks needed for a Campa...
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Unlike standard groups that are based on a set of conditions, ad-hoc groups contain records that are static. The accounts, contacts, or opportunities remain the same unless you edit the group. Ad-hoc groups are useful for many reasons, ...
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