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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!