I have found that one of the easiest ways to import leads into SalesLogix is through the use of the Import Leads tool. Being more of an end user than an administrator, I find it to be extremely user friendly and I am able to access it directly through my SalesLogix Client.
These SalesLogix classes are based off of Sage's Certified Course Curriculum, which offer plenty of hands-on exercises and step-by-step instructions. The manuals that attendees take home with them after the class can be very helpful resources later on when they are trying to implement... Continue Reading
SalesLogix has a handy feature that has been around through many versions of the software. Some organizations use the feature, some have never heard of it, some will never have a use for it. If you read the title, you would know that I am talking, of course, about hiding tabs.
Leads in SalesLogix that were converted into an Account/Contact can be tracked in three ways.
The first and easiest way to track Leads in SalesLogix is in the Account and Contact Notes/History Tabs. Both the Account and Contact in SalesLogix will have a history item of type note inserted... Continue Reading
SalesLogix has two methods of accessing your data when you are not in the office: Remote Desktop and Remote Database. The remote desktop option allows you to log into a computer that is in your office from wherever you may be. If this is a method that multiple people will use, often then a... Continue Reading
What if you want to be selective as to who gets to send Meetings and Phone Calls to their Outlook calendars? What if you want to send your To-Dos in SalesLogix over to Outlook, or how about, even better, your Contacts? May I introduce to you, Intellisync for SalesLogix. A word of warning, the... Continue Reading
Many people ask me, ‘Brett, you teach the same SalesLogix classes over and over again, doesn't it get boring?' To their surprise, my answer is always ‘No!'. Why is that? Because whether it be an Administrator class, or a standard End User class, I am always on the receiving end of a steady... Continue Reading
Today I was working with several instances of the SalesLogix Administrator, Architect, and Client for an upgrade. My computer seemed to be running slower than normal, so I did a quick search and found the following things to try.
Prior to SalesLogix v7.5, I was not able to create Activities in the Leads entity in SalesLogix. This often prohibited me from actually using Leads and I would enter my leads into the regular Accounts and Contacts entities. Having my leads mixed in with all the other data in SalesLogix made it... Continue Reading