The SalesLogix user group is a great place for SalesLogix users to exchange ideas and ask questions of each other and an experienced SalesLogix consultant. Meetings consist of a presentation on a featured topic, followed by “what’s new” with SalesLogix, and a question and answer period.
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Who Should Attend?
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SalesLogix Users and System Administrators
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| What if I am not a SalesLogix user? |
Please come and talk to other SalesLogix users and see how SalesLogix can assist you with your business needs. |
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How do I register?
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Email us at
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What does it cost?
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No Charge - Lunch is included |
| When is the next meeting: |
Fond du Lac, WI
Tuesday, March 16th
9:00 am — 4:00 pm
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What is on the agenda?
Morning Session (9:00 — 12:00):
- Tips and tricks for dealing with synchronization issues
- How to minimize the data being sent for remote users
- How to retire a remote user laptop
- How to retire a remote user
- How to convert a remote user to a network/concurrent user
- Brief discussion on security related to remote users
- How to destroy a remote user database
- Word Templates and Mail Merge
- Creating and editing templates for print and email
- Releasing templates to users
- Writing to an individual
- Mail merge to a group and things to consider
- Duplicates in the group
- Do not solicit
- Email server restrictions
- Attaching document to the contact
- Editing individual documents
- External Database Integration
- Discussion on when to integrate data vs simply migrating the data
- Options for viewing data
- Issues to consider for remote users
- Examples of external database integration
- Add-On Demonstration: Expenses
- Track user expenses when scheduling or completing activities
- Track user expenses in contact, account, opportunity, and ticket sections
- Attach receipts to expenses
- Approve and pay expenses
- Gather receipts for audit
- Add-On Demonstration: SuperSearch
- Simple end-user query tool
- Configurable search fields
- Create groups from searches
Afternoon Session (1:00 — 4:00):
- Marketing Campaign Training
- Leads - adding, importing, qualifying
- Campaigns - targets, stages, processes
- Discussion
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