Overview of Relational Databases and Sage CRM SalesLogix Tables |
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General Database
Principles
Tables in Sage CRM SalesLogix How Table Relationships Appear in Sage CRM SalesLogix |
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Using Lookups and Creating Groups |
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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 |
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Performing Queries |
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Query Overview
Properties Tab Conditions Tab Layout Tab Sorting Tab Appearance Tab Defaults Tab Edit a Group Create a Group of Opportunities Nesting Conditions |
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Creating Ad-Hoc Groups |
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Ad-Hoc Group
Overview
Create an Ad-Hoc Group The Group Manager |
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Inserting a Note |
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Notes Overview
Insert a Note Insert a Note Using the Activity Note Pad |
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Using the Letter Editor |
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Over of the Letter
Editor
Utilizing Templates
Perform a Mail Merge
Print Address Labels for a Mail Merge
Create E-mail Templates
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Working with Attachments |
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Attachment
Overview
Edit Attachments |
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Scheduling Literature Requests |
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Scheduling A
Literature Request
Literature Fulfillment |
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Generating Reports |
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Reports Overview
Generate an Opportunity Report Generate a Contact Report |
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Advanced Outlook Integration |
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Understanding
Advanced Outlook Integration
Integrating Sage CRM SalesLogix and Outlook Contacts
Outlook Calendar Integration and Sage CRM SalesLogix
Activities
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Navigating the Sage CRM SalesLogix Workspace |
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Navigating
Sage CRM SalesLogix Workspace
Using Shortcut Menus Examining Sage CRM SalesLogix Components |
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Utilizing the Account View
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Account Screen
Overview
Account Screen Enter an Account Edit an Account Edit an Account Address |
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Utilizing the Contact View |
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Contact Screen
Overview
Enter a Contact to an Existing Account Edit a Contact Alternate Addresses |
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Developing Associations |
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Associations
Overview
Enter an Association |
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Utilizing the Opportunity View |
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Opportunities
Screen Overview
Enter an Opportunity Edit an Existing Opportunity |
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Managing Sales Process Status |
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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 |
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Viewing the Activities Window |
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Activities
Overview
Activity Window Activity Icons Enter an Activity from the Contact View Enter an Event Complete an Unscheduled Activity |
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Viewing the Calendar Window |
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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 |
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Confirming an Activity |
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Confirmation
Overview
Accept an Activity Decline an Activity |
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