We have been working with the Sage SalesLogix 7.5.2 Web Client a lot lately and I am extremely impressed with the added features for Leads.  Take a look at some of them below.  If you have been holding off on upgrading this is the time!

Schedule and Complete Activities Against Leads:

Being able to schedule and complete activities against Leads is a long awaited improvement.  Sage provided the place holder (Notes/History) tab in earlier versions giving us the sense that it was coming,  but left us longing for the functionality.  Now, finally, we can schedule and complete phone calls, meetings, and to-do’s against Leads, just like Contacts, improving the ability to stay on top of Leads.

Advanced Import Wizard:

Another major improvement to Leads is the advanced import wizard which includes de-duping against both Leads already in the database and Contacts.   The wizard is a step by step process and provides a duplicates review and report prior to completing the import (see Step 4 below).

Import Actions:

Import Actions is the next feature improvement and has so many potential uses.  Different actions can be scheduled against an entire import list (see Step 5 below).  These actions include the following types:

•Note: Create a note that will appear in the History/Notes tab of the lead.

•Response: Create a response and record the interests of the lead or contact (if merged with a duplicate). You may optionally associate the response to a marketing campaign. If the response is associated to a campaign, the lead or contact (if merged) will be added to the marketing campaign as a target.

•Campaign Target: Add a lead or contact to a marketing campaign as a target, without creating a response.

•Phone Call, Meeting, To-do: Create/Schedule any of these activity types for the lead or contact (if merged).

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If you would like to see the Lead Management improvements in a live demo, please call Simplesoft Solutions at 937-885-1204 x3204.