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Using Sage SalesLogix LAN v7.5

Contents

Contents Welcome.......................................................................................... 11 Using Sage SalesLogix LAN v7.5 ................................................................................ 11 Course Objectives ......................................................................................................................... 12 Course Pre-Requisites .................................................................................................................. 12 How to Use the Curriculum............................................................................................................ 12 Document Conventions ................................................................................................................. 13 Related Training ............................................................................................................................ 13 The Training Environment ............................................................................................................. 13

Lesson 1 .......................................................................................... 15 Introduction to SalesLogix........................................................................................... 15 The SalesLogix Environment......................................................................................................... 16 About the SalesLogix Client ....................................................................................................... 16 About the SalesLogix Administrator ........................................................................................... 16 Logging on to SalesLogix ........................................................................................................... 17 The SalesLogix Client Workspace................................................................................................. 19 Using the Nav Bar ...................................................................................................................... 20 Using the Menu Bar.................................................................................................................... 23 Using Shortcut (Right-Click) Menus ........................................................................................... 23 Using the Toolbar ....................................................................................................................... 24 Using the Status Bar .................................................................................................................. 25 SalesLogix Main Views.................................................................................................................. 26 Using the Lookup Bar................................................................................................................. 26 Using List View........................................................................................................................... 28 Using Split View ......................................................................................................................... 28 Using Detail View ....................................................................................................................... 29 SalesLogix Help............................................................................................................................. 32 Launching Help .......................................................................................................................... 32 Using Help .................................................................................................................................. 32

Lesson 2 .......................................................................................... 35 Accounts and Contacts ................................................................................................ 35 Account Ownership and User Security.......................................................................................... 36 Understanding Your User Profile ............................................................................................... 36 Understanding Account Ownership............................................................................................ 37

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Sage SalesLogix v7.5

Changing Account Ownership.................................................................................................... 37 Understanding User Security ..................................................................................................... 38 Account and Contact Management ............................................................................................... 39 Using Personal Contacts............................................................................................................ 39 Adding a New Contact/Account ................................................................................................. 40 Associating Contacts and Accounts........................................................................................... 46 Moving a Contact to another Account ........................................................................................ 49 Deleting an Account or Contact ................................................................................................. 50

Sales Lesson 3 .......................................................................................... 57 Leads.............................................................................................................................. 57 Lead Acquisition ............................................................................................................................ 58 Preparing an Import List ............................................................................................................. 58 Importing a List........................................................................................................................... 59 Manually Adding a Lead............................................................................................................. 64 Lead Qualification .......................................................................................................................... 67 About Lead Qualification ............................................................................................................ 67 Using Qualification Criteria......................................................................................................... 67 Changing Qualification Criteria................................................................................................... 68 Deleting a Lead .......................................................................................................................... 68 Lead Conversion............................................................................................................................ 71 Checking For Potential Matches ................................................................................................ 71

Lesson 4 .......................................................................................... 77 Opportunities................................................................................................................. 77 Opportunity Management .............................................................................................................. 78 Adding a New Opportunity ......................................................................................................... 79 Updating an Opportunity ............................................................................................................ 86 Closing an Opportunity............................................................................................................... 90 Opportunity Statistics..................................................................................................................... 94 Viewing Opportunity Statistics.................................................................................................... 94 Exporting a Group to Excel ........................................................................................................ 95 Generating Opportunity Reports ................................................................................................ 95 Opportunity Options....................................................................................................................... 97 Changing Opportunity Defaults .................................................................................................. 97 Using Multi-Currency.................................................................................................................. 98 Sales Processes ............................................................................................................................ 99 Attaching a Sales Process to an Opportunity............................................................................. 99 Using Stages and Steps............................................................................................................. 99

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Using Sage SalesLogix LAN v7.5

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Lesson 5 ........................................................................................ 103 Dashboards ................................................................................................................. 103 Sales Dashboard ......................................................................................................................... 104 Using the Schedule/Activities Area .......................................................................................... 105 Using Content Sets .................................................................................................................. 106 Using Analysis Views ............................................................................................................... 114 Dashboard Options...................................................................................................................... 120

Workshop 1 ................................................................................... 123 Sales............................................................................................................................. 123

Service and Support Lesson 6 ........................................................................................ 127 Tickets.......................................................................................................................... 127 Ticket Uses .................................................................................................................................. 128 Ticket Management ..................................................................................................................... 129 Creating a Ticket ...................................................................................................................... 130 Associating a Serial Number .................................................................................................... 132 Associating a Contract ............................................................................................................. 132 Tracking Time for a Ticket—Punching In and Out ................................................................... 133 Changing the Ticket Status ...................................................................................................... 133 Entering a Ticket Description ................................................................................................... 134 Finding a Resolution for a Ticket.............................................................................................. 134 Assigning a Ticket to another User .......................................................................................... 142 Creating a Ticket Activity.......................................................................................................... 148 Adding Ticket Activity Parts...................................................................................................... 148 Viewing the Ticket Audit Trail ................................................................................................... 149 Closing a Ticket........................................................................................................................ 149 Configuration Options.................................................................................................................. 152 Managing Customer Service Defaults...................................................................................... 152 Managing Customer Service Options ...................................................................................... 153

Lesson 7 ........................................................................................ 157 Contracts ..................................................................................................................... 157 Contract Management ................................................................................................................. 158 Creating a Contract .................................................................................................................. 159 Choosing a Contract Type........................................................................................................ 160 Activating a Contract ................................................................................................................ 160 Associating Covered Assets..................................................................................................... 161 Monitoring Contract Usage....................................................................................................... 165 Inactivating a Contract.............................................................................................................. 166 Deleting a Contract................................................................................................................... 166

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Sage SalesLogix v7.5

Lesson 8 ........................................................................................ 171 Returns......................................................................................................................... 171 Return Management.................................................................................................................... 172 Creating a Return ..................................................................................................................... 173 Assigning a Return to another User ......................................................................................... 175 Changing the Status for a Return............................................................................................. 175 Monitoring Returned Assets ..................................................................................................... 178 Monitoring Shipped Assets....................................................................................................... 178

Lesson 9 ........................................................................................ 185 Defects ......................................................................................................................... 185 Defect Uses ................................................................................................................................. 186 Defect Management .................................................................................................................... 187 Creating a Defect ..................................................................................................................... 188 Changing the Status for a Defect ............................................................................................. 190 Entering a Defect Description................................................................................................... 190 Finding a Resolution for a Defect............................................................................................. 190 Assigning a Defect to another User ......................................................................................... 191 Adding a Defect Task ............................................................................................................... 194 Associating a Defect with a Ticket or a Return ........................................................................ 194 Associating a Defect with a Product......................................................................................... 194 Viewing the Defect Audit Trail .................................................................................................. 195 Closing a Defect ....................................................................................................................... 195

Workshop 2 ................................................................................... 201 Customer Service and Support ................................................................................. 201

Marketing Lesson 10 ...................................................................................... 205 Campaigns................................................................................................................... 205 Campaign Management .............................................................................................................. 206 Adding a Campaign.................................................................................................................. 207 Completing Tasks..................................................................................................................... 214 Launching a Campaign ............................................................................................................ 216 Editing a Campaign .................................................................................................................. 216 Deleting a Campaign................................................................................................................ 216 Tracking Responses and Campaign Success ......................................................................... 218 Marketing Services ...................................................................................................................... 222 Connecting to Marketing Services ........................................................................................... 223 Launching an E-mail Target List .............................................................................................. 224 Creating an E-mail Newsletter.................................................................................................. 230 Viewing Responses.................................................................................................................. 241

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Using Sage SalesLogix LAN v7.5

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Workshop 3 ................................................................................... 245 Marketing ..................................................................................................................... 245

Core Features Lesson 11 ...................................................................................... 249 Calendar and Activities .............................................................................................. 249 The SalesLogix Calendar ............................................................................................................ 250 Navigating the Calendar........................................................................................................... 251 Printing a Calendar Report....................................................................................................... 251 Viewing another User’s Calendar............................................................................................. 252 Configuring the Calendar View................................................................................................. 255 Using Your Outlook Calendar................................................................................................... 255 SalesLogix Activities.................................................................................................................... 256 Scheduling Activities ................................................................................................................ 256 Using Confirmations ................................................................................................................. 261 Using Advanced Outlook Integration with Activities ................................................................. 264 Tracking Activities .................................................................................................................... 266 Completing Activities ................................................................................................................ 267 Scheduling Events.................................................................................................................... 271 Scheduling Literature Requests ............................................................................................... 272 Fulfilling Literature Requests.................................................................................................... 272 Changing Activity Options ........................................................................................................ 276

Lesson 12 ...................................................................................... 279 Notes, Attachments, and Library Items .................................................................... 279 Notes ........................................................................................................................................... 280 Using the Notes and Notes/History Tabs ................................................................................. 280 Adding a Note........................................................................................................................... 281 Editing a Note ........................................................................................................................... 284 Deleting a Note......................................................................................................................... 284 Using the Activity Notepad ....................................................................................................... 285 Attachments................................................................................................................................. 288 Network and Remote User Differences.................................................................................... 288 Adding an Attachment .............................................................................................................. 288 Editing an Attachment .............................................................................................................. 290 Deleting an Attachment ............................................................................................................ 290 Library Items ................................................................................................................................ 291 Network and Remote User Differences.................................................................................... 291 Viewing a Library Item.............................................................................................................. 291 Sending a Library Item through E-mail..................................................................................... 291

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Sage SalesLogix v7.5

Lesson 13 ...................................................................................... 293 E-mail ........................................................................................................................... 293 SalesLogix and E-mail................................................................................................................. 294 Configuring E-mail Options ...................................................................................................... 294 Sending E-mail from SalesLogix .............................................................................................. 296 SalesLogix and Outlook Integration ......................................................................................... 297 Logging on to Outlook .............................................................................................................. 297 Using Standard Integration Features ....................................................................................... 297 SalesLogix Links.......................................................................................................................... 301 Copying a Link to the Clipboard ............................................................................................... 301 Considerations for Copying Links ............................................................................................ 301

Lesson 14 ...................................................................................... 307 Lookups and Groups .................................................................................................. 307 Lookups ....................................................................................................................................... 308 Using Predefined Lookups ....................................................................................................... 309 Using Advanced Lookups......................................................................................................... 312 Using Query Builder Lookups................................................................................................... 314 Using Key Word Search ........................................................................................................... 319 Using SpeedSearch ................................................................................................................. 320 Groups ......................................................................................................................................... 324 Using Standard Groups............................................................................................................ 324 Using Ad Hoc Groups............................................................................................................... 324 Using the Group Manager ........................................................................................................ 326

Lesson 15 ...................................................................................... 331 Templates and Mail Merge ......................................................................................... 331 Templates .................................................................................................................................... 332 Previewing a Template............................................................................................................. 333 Creating a Template................................................................................................................. 334 Sharing a Template with another User..................................................................................... 341 Using Templates ...................................................................................................................... 341 Mail Merge ................................................................................................................................... 345

Lesson 16 ...................................................................................... 349 Contact Processes...................................................................................................... 349 About Contact Process................................................................................................................ 350 Common Uses.......................................................................................................................... 350 Tasks Processes Can Execute ................................................................................................ 351 How the Process Engine Works............................................................................................... 351 The Contact Process Cycle ......................................................................................................... 352 Scheduling a Process............................................................................................................... 352 Scanning a Process ................................................................................................................. 355 Triggering a Task ..................................................................................................................... 356 Stopping a Process .................................................................................................................. 360

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Using Sage SalesLogix LAN v7.5

Contents

The Process Manager ................................................................................................................. 361 Setting a Scan Interval ............................................................................................................. 362 Purging a Process .................................................................................................................... 363

Lesson 17 ...................................................................................... 367 Reports......................................................................................................................... 367 Report Features........................................................................................................................... 368 Generating a Report................................................................................................................. 369 Using Conditions ...................................................................................................................... 373

Workshop 4 ................................................................................... 377 Core Features .............................................................................................................. 377

Appendix A ................................................................................... 379 The Remote Client....................................................................................................... 379 Remote Client Installation............................................................................................................ 380 Installing Remote Components ................................................................................................ 380 Attaching a Remote Database ................................................................................................. 381 Remote Client Components ........................................................................................................ 384 Using Synchronization.............................................................................................................. 386 Using What’s New .................................................................................................................... 389 Using Subscription ................................................................................................................... 390 Using Library Items and Attachments ...................................................................................... 397 Using SpeedSearch ................................................................................................................. 400

Appendix B ................................................................................... 403 Outlook Integration ..................................................................................................... 403 Standard Outlook Features ......................................................................................................... 404 Advanced Outlook Integration Features...................................................................................... 405 SalesLogix Intellisync Synchronization Features ........................................................................ 407 SalesLogix Exchange Link Features ........................................................................................... 409

© 2008 Sage Software, Inc.

Certified Student Curriculum

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Contents

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Sage SalesLogix v7.5

Certified Student Curriculum

© 2008 Sage Software, Inc.