Overview of Relational Databases and Sage CRM SalesLogix Tables
General Database Principles
Tables in Sage CRM SalesLogix
How Table Relationships Appear in Sage CRM SalesLogix

Using Lookups and Creating Groups
Lookups and Groups Overview
Use a Predefined Lookup
Perform a Key Word Search
Query by Example Overview
Use Query by Example
Save a Lookup as a Group

Performing Queries
Query Overview
Properties Tab
Conditions Tab
Layout Tab
Sorting Tab
Appearance Tab
Defaults Tab
Edit a Group
Create a Group of Opportunities
Nesting Conditions

Creating Ad-Hoc Groups
Ad-Hoc Group Overview
Create an Ad-Hoc Group
The Group Manager

Inserting a Note
Notes Overview
Insert a Note
Insert a Note Using the Activity Note Pad

Using the Letter Editor
Over of the Letter Editor
Utilizing Templates
Perform a Mail Merge
Print Address Labels for a Mail Merge
Create E-mail Templates

Working with Attachments
Attachment Overview
Edit Attachments

Scheduling Literature Requests
Scheduling A Literature Request
Literature Fulfillment

Generating Reports
Reports Overview
Generate an Opportunity Report
Generate a Contact Report

Advanced Outlook Integration
Understanding Advanced Outlook Integration
Integrating Sage CRM SalesLogix and Outlook Contacts
Outlook Calendar Integration and Sage CRM SalesLogix Activities

Sage CRM SalesLogix End User Class Syllabus

Navigating the Sage CRM SalesLogix Workspace
Navigating Sage CRM SalesLogix Workspace
Using Shortcut Menus
Examining Sage CRM SalesLogix Components

Utilizing the Account View
Account Screen Overview
Account Screen
Enter an Account
Edit an Account
Edit an Account Address

Utilizing the Contact View
Contact Screen Overview
 

Enter a Contact to an Existing Account
Edit a Contact
Alternate Addresses

Developing Associations
Associations Overview
Enter an Association

Utilizing the Opportunity View
Opportunities Screen Overview
Enter an Opportunity
Edit an Existing Opportunity

Managing Sales Process Status
Changing Sales Process Status
Selecting a Sales Process for an Opportunity
Viewing, Editing and Completing a Step
Updating the Probability Field
Closing a Stage
Analyzing Specific Opportunities

Viewing the Activities Window
Activities Overview
Activity Window
Activity Icons
Enter an Activity from the Contact View
Enter an Event
Complete an Unscheduled Activity

Viewing the Calendar Window
View the Calendar
Schedule an Activity in the Calendar Day View
Printing Calendar Reports
View Another User's Calendar
Show Completed Activities
Schedule a Recurring Meeting

Confirming an Activity
Confirmation Overview
Accept an Activity
Decline an Activity