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Getting Started with the Sage SalesLogix Web Client

The Sage SalesLogix Web Client helps you manage all aspects of the sales cycle over the Web. This topic includes links to commonly performed tasks and overview topics to help you begin to use the Sage SalesLogix Web Client.

Understanding the Workspace

• Logging on to the Web Client
• Installing and Using Sage SalesLogix Desktop Integration
• Understanding the Workspace
• Using List Views

  List views display information in a list with columns and rows of information. Each list view contains a group of records, for example, contacts or accounts. Clicking a column header sorts the information in that column. The arrow marker indicates whether the column is ascending or descending.

• Using Detail Views

  Most records in Sage SalesLogix display information in both a List view and a Detail view. The Detail view consists of information boxes, tabs and a user-defined middle section.

• Using Lookups
• Using Groups
• Using the Help

Managing Contacts and Accounts

• What Are Contacts?
• What Are Accounts?
• Adding a Contact and Account
• Adding an Account Association
• Scheduling a Literature Request
• Adding a Note

Managing Sales Activities

• Using Activities and Events
• Activity Reminders
• Scheduling an Activity
• Completing an Activity
• Using the Activity List View
• Using the Calendar
• Viewing History

Communicating with Contacts and Accounts

• Installing and Using Sage SalesLogix Desktop Integration
• Using Mail Merge
• Working with Templates
• Working with Microsoft Outlook

Managing Sales Opportunities

• What Are Opportunities?
• Adding an Opportunity
• Using Opportunity Statistics
• Closing an Opportunity

Working with Customer Service

• Customer Service Overview
• Understanding Contracts
• Working with Tickets
• Punching In and Out of a Ticket
• Adding Ticket Activities
• Closing a Ticket
• Working with Defects
• Working with Returns

managing Administration Tasks

• Adding a User
• Activating or Deactivating a User Login
• Working with Teams
• Adding Team Members
• Creating a Department
• Working with Roles and Secured Actions
• Adding a Pick List

Using Web Reporting

• What Are Reports?
• Using the Reports View
• Filtering Report Data
• Exporting and Printing Reports

Setting User Options

• Editing User Options
• General/Search Options
• Group Options
• Activity, Alarm and Reminder Options
• Calendar Options
• Changing Your Password
• Opportunities Options

Related Topics

Sage SalesLogix Web Client User Tips

Related Documentation