03-30-2011 09:11 AM
I admit, I'm new to creating sales processes. I get the general idea however, I'm still struggling with getting actions to launch. Does anyone have instructions they could email me or any suggestions as to where to find some examples?
Any help would be so greatly appreciated!!
03-30-2011 09:23 AM
If you look at the SalesLogix help menu it details all of the information on how to use the Sales Process (very useful)
03-30-2011 10:04 AM
Setup a copy of the SalesLogix Eval db. It's in your SalesLogix DVD Image distribution. You will need to put in your SalesLogix Licenses. There are examples there..
Oh yes, make sure you apply the appropriate bundles to get it to the same level as your production system.
It's a "Best Practice" thing to have a (current) copy of the SalesLogix Eval db always available and at the same level w/OOTB updates as your production system. It's a great reference and basic training tool as well.