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Using Sage SalesLogix Web v7.5.1

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Contents Welcome............................................................................................ 9 Using Sage SalesLogix Web v7.5.1 ............................................................................... 9 Course Objectives ......................................................................................................................... 10 Course Pre-Requisites .................................................................................................................. 10 How to Use the Curriculum............................................................................................................ 10 Document Conventions ................................................................................................................. 11 Related Training ............................................................................................................................ 11 The Training Environment ............................................................................................................. 11

Lesson 1 .......................................................................................... 13 Introduction to Sage SalesLogix ................................................................................. 13 The SalesLogix Environment......................................................................................................... 14 About the SalesLogix Web Client............................................................................................... 14 About the SalesLogix Administrator ........................................................................................... 14 Logging on to SalesLogix Web .................................................................................................. 15 The SalesLogix Web Client Workspace ........................................................................................ 19 Using Views................................................................................................................................ 20 Using the Lookup button ............................................................................................................ 22 Using the Menu Bar.................................................................................................................... 23 Using the Nav Bar ...................................................................................................................... 24 Using Right Mouse Button.......................................................................................................... 25 Using the Toolbar ....................................................................................................................... 25 SalesLogix Help............................................................................................................................. 28 Launching Help .......................................................................................................................... 28 Using Help .................................................................................................................................. 28

Lesson 2 .......................................................................................... 31 Accounts and Contacts ................................................................................................ 31 Account Ownership and User Security.......................................................................................... 32 Understanding Your User Profile ............................................................................................... 32 Understanding Account Ownership............................................................................................ 33 Changing Account Ownership.................................................................................................... 33 Understanding User Security ..................................................................................................... 34 Account and Contact Management ............................................................................................... 35 Adding a New Contact/Account ................................................................................................. 35

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Associating Contacts and Accounts........................................................................................... 42 Moving a Contact to another Account ........................................................................................ 45 Deleting an Account or Contact ................................................................................................. 46

Lesson 3 .......................................................................................... 51 Leads.............................................................................................................................. 51 Lead Acquisition ............................................................................................................................ 52 Preparing an Import List ............................................................................................................. 52 Importing a List........................................................................................................................... 53 Manually Adding a Lead............................................................................................................. 60 Lead Qualification .......................................................................................................................... 63 About Lead Qualification ............................................................................................................ 63 Using Qualification Criteria......................................................................................................... 63 Changing Qualification Criteria................................................................................................... 64 Deleting a Lead .......................................................................................................................... 64 Lead Conversion............................................................................................................................ 68 Checking For Potential Matches ................................................................................................ 68

Lesson 4 .......................................................................................... 73 Opportunities................................................................................................................. 73 Opportunity Management .............................................................................................................. 74 Adding a New Opportunity ......................................................................................................... 75 Updating an Opportunity ............................................................................................................ 80 Closing an Opportunity............................................................................................................... 82 Opportunity Statistics..................................................................................................................... 85 Viewing Opportunity Statistics.................................................................................................... 85 Generating Opportunity Reports ................................................................................................ 85 Opportunity Options....................................................................................................................... 87 Changing Opportunity Defaults .................................................................................................. 87 Using Multi-Currency.................................................................................................................. 88 Sales Processes ............................................................................................................................ 89 Attaching a Sales Process to an Opportunity............................................................................. 89 Using Stages and Steps............................................................................................................. 89

Lesson 5 .......................................................................................... 93 Campaigns..................................................................................................................... 93 Campaign Management ................................................................................................................ 94 Adding a Campaign.................................................................................................................... 95 Launching a Campaign ............................................................................................................ 103 Editing a Campaign .................................................................................................................. 103 Deleting a Campaign................................................................................................................ 103 Tracking Responses and Campaign Success ......................................................................... 104

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Using Sage SalesLogix Web v7.5.1

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Lesson 6 ........................................................................................ 109 Tickets.......................................................................................................................... 109 Ticket Uses .................................................................................................................................. 110 Ticket Management ..................................................................................................................... 111 Creating a Ticket ...................................................................................................................... 112 Associating a Contract ............................................................................................................. 113 Tracking Time for a Ticket—Punching In and Out ................................................................... 114 Changing the Ticket Status ...................................................................................................... 114 Entering a Ticket Description ................................................................................................... 114 Finding a Resolution for a Ticket.............................................................................................. 115 Assigning a Ticket to another User .......................................................................................... 119 Creating a Ticket Activity.......................................................................................................... 122 Viewing the Ticket Journal ....................................................................................................... 122 Viewing the Ticket Timeline...................................................................................................... 123 Closing a Ticket........................................................................................................................ 123

Lesson 7 ........................................................................................ 127 Contracts ..................................................................................................................... 127 Contract Management ................................................................................................................. 128 Creating a Contract .................................................................................................................. 129 Choosing a Contract Type........................................................................................................ 130 Activating a Contract ................................................................................................................ 130 Associating Covered Assets..................................................................................................... 131 Monitoring Contract Usage....................................................................................................... 135 Inactivating a Contract.............................................................................................................. 137 Deleting a Contract................................................................................................................... 137

Lesson 8 ........................................................................................ 143 Returns......................................................................................................................... 143 Return Management.................................................................................................................... 144 Creating a Return ..................................................................................................................... 145 Assigning a Return to another User ......................................................................................... 147 Changing the Status for a Return............................................................................................. 147 Monitoring Returned Assets ..................................................................................................... 148 Monitoring Shipped Assets....................................................................................................... 148

Lesson 9 ........................................................................................ 153 Defects ......................................................................................................................... 153 Defect Uses ................................................................................................................................. 154 Defect Management .................................................................................................................... 155 Creating a Defect ..................................................................................................................... 156 Changing the Status for a Defect ............................................................................................. 158 Entering a Defect Description................................................................................................... 158 Assigning a Defect to another User ......................................................................................... 158 Adding a Defect Task ............................................................................................................... 161 Associating a Defect with a Ticket or a Return ........................................................................ 161 Associating a Defect with a Product......................................................................................... 161

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Viewing the Defect Audit Trail .................................................................................................. 161 Closing a Defect ....................................................................................................................... 161

Lesson 10 ...................................................................................... 165 Lookups and Groups .................................................................................................. 165 Groups ......................................................................................................................................... 166 Creating a Standard Group ...................................................................................................... 166 Using Ad Hoc Groups............................................................................................................... 166 Sharing Groups with Other Users ............................................................................................ 173 Hiding/Showing a Group .......................................................................................................... 173 Deleting Groups ....................................................................................................................... 174 Using Data Filters..................................................................................................................... 174 SpeedSearch ............................................................................................................................... 175

Lesson 11 ...................................................................................... 181 Calendar and Activities .............................................................................................. 181 The SalesLogix Calendar ............................................................................................................ 182 Navigating the Calendar........................................................................................................... 183 Viewing another User’s Calendar............................................................................................. 183 Configuring the Calendar View................................................................................................. 185 SalesLogix Activities.................................................................................................................... 186 Scheduling Activities ................................................................................................................ 186 Using Confirmations ................................................................................................................. 190 Tracking Activities .................................................................................................................... 193 Completing Activities ................................................................................................................ 194 Scheduling Events.................................................................................................................... 198 Scheduling Literature Requests ............................................................................................... 199 Fulfilling Literature Requests.................................................................................................... 199 Changing Activity Options ........................................................................................................ 203

Lesson 12 ...................................................................................... 205 Notes, Attachments, Library Items............................................................................ 205 Notes ........................................................................................................................................... 206 Using the History Tab............................................................................................................... 206 Editing a Note ........................................................................................................................... 208 Deleting a Note......................................................................................................................... 208 Attachments................................................................................................................................. 209 Editing an Attachment .............................................................................................................. 209 Deleting an Attachment ............................................................................................................ 209 Library Items ................................................................................................................................ 211 Viewing a Library Item.............................................................................................................. 211 Saving a Library Item to Your Computer.................................................................................. 211

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Using Sage SalesLogix Web v7.5.1

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Lesson 13 ...................................................................................... 213 Templates and Mail Merge ......................................................................................... 213 Templates .................................................................................................................................... 214 Previewing a Template............................................................................................................. 215 Creating a Template................................................................................................................. 216 Sharing a Template with another User..................................................................................... 223 Using Templates ...................................................................................................................... 223 Mail Merge ................................................................................................................................... 227

Lesson 14 ...................................................................................... 231 Contact Processes...................................................................................................... 231 About Contact Process................................................................................................................ 232 Common Uses.......................................................................................................................... 232 Tasks Processes Can Execute ................................................................................................ 233 How the Process Engine Works............................................................................................... 233 The Contact Process Cycle ......................................................................................................... 234 Scheduling a Process............................................................................................................... 234 Scanning a Process (Network Client Only) .............................................................................. 236 Triggering a Task (Network Client Only) .................................................................................. 237 Stopping a Process .................................................................................................................. 238 Suspending or Aborting a Process........................................................................................... 239

Lesson 15 ...................................................................................... 241 Reports......................................................................................................................... 241 Report Features........................................................................................................................... 242 Generating a Report .................................................................................................................... 242 Using Conditions.......................................................................................................................... 246

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© 2009 Sage Software, Inc.