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
New Member
Posts: 1
Registered: ‎01-18-2014

Saleslogix Linked Forms and Workflow Assignment

I currently have a XLS form used for RFQs that I wish were incorporated into SLX so I could eliminate redundant Contact - Company data entry and so I could assign RFQ to Estimator in Workflow. Does anyone know how I can easily accomplish Custom Form and workflow setup in SLX? Thanks!