Technology Advisors, Inc.

Sales Management v6.2

The SalesLogix Sales Management class is designed for individuals that will be managing the collaborative functions in your organization. Management and administrators will benefit by learning how to create complex groups, configure Outlook Integration, develop User templates in Microsoft Word, configure pick list values and develop contact processes. Marketing and Sales Managers will get hands on experience with Opportunities, Forecasting and Sales Process as well as developing Marketing campaigns. Get more from your SalesLogix system with this advanced user course.

Course Objectives:

  • Develop Query groups
  • Design Marketing Campaigns
  • Enter and Forecast opportunities
  • Change and manage pick list values
  • Develop Contact processes
  • Understand the subscription process for Remotes
  • and more.....


Prerequisites:
Prior completion of "Getting Started" or comparable experience.

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Class Details

$795(US)

1 Day
Instructor Led