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SalesLogix Essentials- 2 days
August 22-23, 2005 September 19-20, 2005
This course introduces the SalesLogix Client to new users and provides the skills necessary to use SalesLogix to support their daily tasks.
Participants will learn how to:
- Navigate the SalesLogix Client workspace
- Enter and manage account, contact, and sales opportunity details
- Schedule and manage activities
- Manage marketing campaigns
- Use advanced search techniques to create and share groups
- Perform mail merge and create templates
- Access library items and reports
Introduction to Crystal Reports Introduction - 2 day
August 24-25, 2005 September 21-22, 2005
Learn how to generate presentation quality reports and directly access and analyze business information through the use of formulas, linking and formatting.
Participants will learn how to:
- Create customized reports
- Write basic formulas
- Use various types of joins for greater reporting insights
Day two is Lab format working on your specific database either SalesLogix or MAS90/MAS200
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