11-03-2009 11:34 AM - edited 11-03-2009 11:40 AM
Is there a simple online tutorial, similar to what Salesforce.com uses, to quickly come up to speed on how to use the application? I am new to SalesLogix but not new to CRM and would love a selfguided tutorial.
11-03-2009 04:30 PM
Well first of all, there's some built in assistance on the "Welcome page" of SalesLogix web. It's a section called "Do You Know" and covers the following:
How to add a New Account
How to add a New Contact
How to add an Opportunity
How to use Mail Merge
How to create a group using Query Builder
How to change my personal Options
There's also another section on links.
I'd suggest you get a company wide subscription to the user videos in SageU.com. Low cost and certainly worth it.
11-12-2009 02:15 PM
Thanks for supporting the Sage SalesLogix Anytime Learning Subscriptions, RJ!
Vivian, please visit http://www.sageu.com/saleslogix/subscriptions/ to learn more about SalesLogix Anytime Learning from Sage University. A Subscription at Sage University gives you access to a large repository of short training videos available whenever and wherever you are. Rather than focus on learning topics in a particular sequence in a scheduled time-slot, this type of training allows you to learn new skills as you need them. Consider it a virtual warehouse of "How do I...?" questions-answered before you ask them!
We offer a money-back satisfaction guarantee. Please feel free to contact me directly with any questions you may have.
Sr. Training Coordinator