Turn on suggestions Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Do you mean 
Community Home Request Access Read Blogs Share Your Ideas Search Community View My Settings
Reply
Highlighted
johnscales
New Member
johnscales
Posts: 6
Registered: ‎06-30-2014

New Lead best practices

‎07-18-2014 10:35 AM

I am new to Saleslogix and would like to set up a process for adding new LEADS and then notifying the assigned sales rep that they need to follow-up and begin working the it.   I can add new leads properly but i was hoping someone could suggest a way to notify my reps that i have assigned a new lead.

 

Any suggestions of help is greatly appreciated.

 

Report Inappropriate Content
Message 1 of 3 (1,767 Views)
0 Kudos
Bronze Elite Contributor
Bronze Elite Contributor
AdamTravers
Posts: 514
Registered: ‎03-24-2009

Re: New Lead best practices

‎07-23-2014 05:45 AM

You will need to use a 3rd party application like Orbis TaskCentre to achieve an automated process like this. 

Regards, Adam Travers
empath-e Services Limited
Report Inappropriate Content
Message 2 of 3 (1,735 Views)
Gold Super Contributor RJLedger
Gold Super Contributor
RJLedger
Posts: 3,087
Registered: ‎03-19-2009

Re: New Lead best practices

‎07-23-2014 08:12 AM

If you would like to see TaskCentre - I can show it to you.

--
RJ Ledger - rjledger@rjlSystems.net +1 603.369.3047 x101

".. Innovators in Mobility - Experts in Workflow Automation..."
http://www.rjlSystems.net - blog: www.rjlSystems.net/blog.html
Report Inappropriate Content
Message 3 of 3 (1,723 Views)
0 Kudos