10-02-2013 01:40 PM
We are currently using saleslogix 7.5.4. The problem me and my collegues have is the outlook integration- All of our planned activities in MS outlook are not integrated with saleslogix calender. So, if you plan a meeting in outlook, you have to go back and plan the same thing in SLX sothat it can be traced by our company. Does this version of SLX have this integration feature figured out?
Is there anyway that these features (outlook planning and SLX scheduling) can be integrated? I am pretty new for SLX, any help is priceless bc most of my collegues are heavy outlook users
10-02-2013 02:23 PM
10-03-2013 12:46 PM
You mean ExchangeLink.. A Saleslogix add-on from Saleslogix..
Depends in the USA if you have Saleslogix "Premium" there is no additional license cost.
I suggest you contact your BP and he/she will be able to fill you in. If you don't know who your BP is, contact Saleslogix directly.
10-24-2013 02:20 PM - edited 10-25-2013 07:32 AM
10-25-2013 02:08 AM
This will work if you follow my steps below (AccountID | ContactID and UserID) I managed to find this whilst playing around with Exchange Link. Please note: The Outlook Contact must be synchronised from Saleslogix to Outlook by Exchange Link.
Create your meeting in Outlook by going to Contacts, right mouse click on the SyncSalesLogix Contact and select – Create - Meeting. Enter a date/time etc and click send. The Activity will sync and link to the Contact, Account and User within SalesLogix (See attached example)
It does not work if you go to the Outlook Calendar first to create your meeting and then invite the attendee (SyncSaleslogix Contact)
10-25-2013 05:41 AM - edited 10-25-2013 05:43 AM
@Adam - you wrote:
"...It does not work if you go to the Outlook Calendar first to create your meeting and then invite the attendee (SyncSaleslogix Contact) ..."
Unfortunately this is the way most folks do it... and as you pointed out (and as RJS did to) it just will not wor this way.
I'm always generating meeetings via GoToMeeting.. and run into the same issue.. PITA.
It sure would be great if all of this could be solved w/the new technology due out in Saleslogix 8.1 ;-)
10-25-2013 07:43 AM
10-25-2013 07:53 AM