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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.

 

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Bronze Elite Contributor
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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
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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.

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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
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