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The SalesLogix Product Blog

Leads Bundle for SalesLogix v7.2.1

Feature Information.

Not long ago, Sage Software released a Leads bundle for Saleslogix v7.2.1 Web client.  The added Leads functionality is a great addition for remote or mobile sales and marketing users.  Now web client users can:

• Search for leads
• View a list of leads
• View/edit leads
• Insert new leads
• Import leads
• Create a group of leads
• Qualify leads based on user-defined criteria
• Convert leads to Accounts and Contacts
• Create Opportunities
• Delete leads
• Associate a lead with other information such as:

    1. Attachments
    2. Extended details
    3. Marketing campaigns
    4. Notes
    5. History items
    6. Activities

-Brianna
-

 
Published Tuesday, February 05, 2008 2:59 PM by Brianna Tinjum

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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.