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How to track a Lead in SalesLogix that was converted into an Account/Contact

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How to track a Lead in SalesLogix that was converted into an Account/Contact

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

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Accessing Your SalesLogix via Remote Database vs. Remote Desktop

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Accessing Your SalesLogix via Remote Database vs. Remote Desktop

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

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Intellisync over Advanced Outlook Integration with SalesLogix

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Intellisync over Advanced Outlook Integration with SalesLogix

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

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Simple and Advanced Outlook Integration with SalesLogix

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Simple and Advanced Outlook Integration with SalesLogix

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

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Speeding up my PC for a SalesLogix Upgrade

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Speeding up my PC for a SalesLogix Upgrade

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.

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Sage SalesLogix v7.5 Activities in Leads

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Sage SalesLogix v7.5 Activities in Leads

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

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