Infor CRM Training

At AlphaLogix we pride ourselves in the Infor CRM training we provide to our customers. Investing in a comprehensive CRM package is a commitment for any company and the training supplied should enable the maximum value to be extracted from the system purchased. AlphaLogix are proud to be a Business Partner for Infor CRM (formerly known as SalesLogix).

Infor CRM Training – what to expect.

What is SalesLogix?
• Navigating SalesLogix.
• The SalesLogix Environment.
• The SalesLogix Workspace.
• Menus.
• Toolbar.
• Navigation Bar.

Navigating SalesLogix
• Navigation Bar Buttons.
• Quick Find.
• Lookup Labels and Commands.
• Navigating Buttons.
• Previous/Next Buttons.

SalesLogix Views
• List View.
• Detail View.
• Using the Middle Pane.
• Split View.

Accounts and Contacts
• What are Accounts and Contacts?
• Adding a New Contact and Account.
• Looking for Duplicates.
• Saving the New Contact and Account.
• Contact Detail View.
• Contact Details Tab.
• Account Detail View.
• Moving a Contact to Another Account.

Opportunities
• What are Opportunities?
• Opportunity Features.
• Sales Processes.
• Creating an Opportunity.
• Insert Opportunity.
• Opportunity Products.
• Opportunity Competitors.
• Opportunity Contacts.
• Closing an Opportunity.

Activities and Calendars
• What are Activities and Events?
• Activities.
• Types of Activities.
• Schedule an Activity from the Activities Tab.
• F3 Key – most important key in SalesLogix!!!!!
• Using Calendars.

Notes and Notes/History Tabs
• Filter Options.
• Attachments.
• Editing and Updating Attachments.

Lookups and Groups
• Performing Lookups and Searches.
• Predefined Lookups.
• Query Builder Lookups.
• Understanding Groups.
• Standard Groups.
• Creating a Standard Group.
• Ad Hoc Groups.
• Creating an Ad Hoc Group.
• Sharing Groups with Other Users.
Templates, Letters, and Mail Merge.
• Understanding Templates.
• Previewing a Template.

Library
• Library and Synchronization.
• Adding a Folder.
• Adding a File.
• Deleting a Folder.
• Deleting a File.

Administration
• Introducing the Administrator.
• User Administration.
• New users.
• Adding a User.
• Teams and Security.

How to add fields (business type etc.) – Pick List Management
SalesLogix Architect
• Plugins.
• Release a Plugin for Use.
• Working with Templates.
• Release a Template for Use.

If you have any requests for standard or bespoke Infor CRM training please don’t hesitate to contact our team on info@alphalogix.co.uk. We can travel to you or we can host you in our training room that has been recently equipped with a giant 70″ flat screen monitor.