On many occasions I have found the need to e-mail the details of a SalesLogix History item to a client, or other non-SalesLogix user. This is something that can be done quickly and easily, if you know how! Just follow the three easy yet simple steps below.
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| Step 1: Browse to the correct Account/Contact/Opportunity.
Step 2: Select the History record to e-mail. Step 3: Click the E-mail button! |
The resulting e-mail is populated automatically and is pulled up as an MS Outlook draft. Just add your recipients and select send!
This is a quick way to share Sage SalesLogix Notes and history with other people!
Tags: CRM, End Users, Sage SalesLogix, Sage SalesLogix v7.5.2, SalesLogix, SalesLogix Usage
