Home Good News Good Workshops Good Answers Good Content Contact About
Welcome to Good Training Sign in | Become a member - FREE!
Search
 

The Best of Good Answers

Merging Records and Automatic Email

Good Questions of the Day, March 27, 2008.

The week is drawing to an end, but that does not mean the great questions and answers stop! 

A few days ago we had a question come in regarding merging records.  If you are new to SalesLogix or if you've never had to perform a contact or account merge you should check out this question.  I still remember my first month of using SalesLogix when my boss asked me to merge a few contact and account records - I had learned how to perform a merge during my training but I had forgotten how, and I was much too stubborn to ask for help.  Very frustrating, too bad Good Training wasn't around at that time.  For those of you who would like a more in-depth explanation of merging records check out the On Demand Workshop for Merging Records.

Creating an automatic email for won/lost opportunities is a question that came in today and there are multiple ways this question can be answered.  Read this question and the answers provided and you may just think of some mundane processes that could benefit from automated emails.

Thank you Ben and Mike for taking the time to provide great answers and thanks to the Good Training members who were not afraid to raise their hands and ask questions!  Talk to you all tomorrow.Big Smile

-Brianna

Published Thursday, March 27, 2008 2:29 PM by Brianna Tinjum

Comments

No Comments
Anonymous comments are disabled

About Brianna Tinjum

I am happy to say I love my job! Everyday there is a new challenge and something new to learn, it keeps things interesting. I was very happy when we started Good Training because it gave me an opportunity to help people and share knowledge. Outside of the office I enjoy being active. When weather permits you may catch me riding my bike around the lakes of Minneapolis or hiking in Northern Minnesota. In the winter I get out snowboarding as much as possible and I always try to take a trip to the mountains. I made it out to Bridger Bowl in Bozeman, MT at the end of February 2008 and it was a fantastic time! Year round I participate in dance and yoga classes to mix things up. I love watching movies and you could say I may have seen too many. :) I also have a passion for reading - if I find a good book it can consume all of my free time.