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Using the Sage SalesLogix Web AdministratorSage SalesLogix Web

CERTIFIED STUDENT CURRICULUMSAGE LEARNING SERVICES

Sage SalesLogix v7.5.407-28-2011 Version 1.2

NOTICEThis document and the Sage SalesLogix software may be used only in accordance with the accompanying Sage SalesLogix End User License Agreement. You may not use, copy, modify, or transfer the Sage SalesLogix software or this documentation except as expressly provided in the license agreement.

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July 28, 2011

Using the Sage SalesLogix Web Administrator Contents

ContentsWelcomeCourse Objectives . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Course Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Document Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Sage University . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Related Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Lesson 1Introduction to the Sage SalesLogix Web Administrator . . . . . . . . . . . . . . . 9

Part 1: About SalesLogix Web Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Web Administration Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Web Administrator Workspace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Using the Task Pane . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Using the Lookup Button and Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Using the Right Mouse Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Using the Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Part 2: How Do I...? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Lesson 2Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Part 1: About Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Understanding Administrator and User Security Differences in the Web Client . . . . 20

User Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

User Details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22

Setting Account Ownership . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Setting User Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Configuring a WebViewer User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Part 2: How Do I...? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

© 2011 Sage Software Certified Student Curriculum 3

Contents Sage SalesLogix v7.5 - SP4

Lesson 3Teams and Departments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Part 1: About Teams and Departments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Team Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Team Restrictions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Team Hierarchy Rules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Department Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Applying Team and Department Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Part 2: How Do I...? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Lesson 4Roles and Secured Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Part 1: About Roles and Secured Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Default Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47

Available Role Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

Part 2: How Do I...? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Lesson 5Competitors, Lead Sources, Literature Items, Resources, Qualifications 57

Part 1: About Competitors, Lead Sources, Literature Items, Resources, and Qualifications 58

Competitors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Lead Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Literature Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Qualifications and Qulaification Items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

Part 2: How Do I...? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Lesson 6Products and Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Part 1: About Products and Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Packages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Part 2: How Do I...? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

4 Certified Student Curriculum © 2011 Sage Software

Using the Sage SalesLogix Web Administrator Contents

Lesson 7Pick Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Part 1: About Pick Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Pick List Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79

Part 2: How Do I...? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80


Contents Sage SalesLogix v7.5 - SP4


Using the Sage SalesLogix Web Administrator Welcome

WelcomeWelcome to the Using Sage SalesLogix Web Administrator course for Sage SalesLogix version 7.5.4+.

Course Objectives

After completing this course, you will learn how to use the Web Administrator to manage the following features:

Users

Teams and Departments

Roles and Secured Actions

Competitors, Lead Sources, Literature Items, Resource, and Qualifications

Products and Packages

Pick Lists

Course Format

This workbook is designed for independent study and reference. Use this workbook with the related set of Anytime Learning videos. In each lesson of the workbook, you’ll find background information in an “About” section followed by steps for common tasks related to the topic in a “How Do I?” section.


Sage SalesLogix v7.5 - SP4

Document Conventions

Throughout this workbook, pay special attention to notes and warnings.

Sage University

Contact Sage University to keep your training momentum going long after your training class:

www.sageu.com/saleslogix

[email protected]

888-765-6662

Related Training

Visit http://www.sageu.com/saleslogix to learn about more training opportunities for full virtual classroom courses (with opportunity for hands-on practice) or the Administrator’s Subscription (with a knowledge-base of more How Do I? videos).

Icon Description

Notes provide supplemental information to the surrounding text.

References provide locations to additional training material or documentation.

Tips provide information that may offer an opportunity for additional exploration.

Warnings provide information that may help prevent potential harm to your system.

Follow SalesLogix Training on Twitter!

www.twitter.com/sageu_slx


Using the Sage SalesLogix Web Administrator Lesson 1

Lesson 1Introduction to the Sage SalesLogix Web Administrator

The Sage SalesLogix Web Client manages all aspects of the sales cycle over the Web. Certain features of the Sage SalesLogix Web Client require advanced configuration and management from a designated user (referred to as an administrator). The Web Administrator allow you to easily configure these options from the same point of entry that you use to access other end user features. It is a special interface reserved for a user logged on with the admin security credentials or who has an administrative role assigned to his or her profile.

This lesson is divided into two parts:

Part 1: About SalesLogix Web Administration

Learn the background information about the Web Administration portal—such as the available Web Administration features and how to navigate the interface.

Part 2: How Do I...?

See detailed steps on logging on to the Web Administrator (page 18)


Introduction to the Sage SalesLogix Web Administrator Sage SalesLogix v7.5 - SP4

Part 1: About SalesLogix Web Administration

The Web Administrator allows you to quickly manage basic features in the Sage SalesLogix Web Client.

Web Administration FeaturesIf you need to manage a feature that is not included in this list—such as database fields, SalesLogix licenses, or library items—you must have access to the comprehensive LAN Administrator tool. For training opportunities on the LAN Administration tool, see page 8.

Icon Name Description

UsersManage the users who can log on to Sage SalesLogix. You can view and edit user profile information such as name, password, and user options.

TeamsLimit account access for any user who belongs to a team. You can edit the security profile details, add/remove users/from teams, and view accounts owned by each team.

DepartmentsView the users who belong to a department and the teams to which a department has access.

RolesManage standard user or administrative roles, which allow/restrict access to certain Web Client or Web Administration features.

CompetitorsManage the list competitors a user sees when adding a new opportunity. You can view and edit competitor profile information such as name, rating, strengths, and weaknesses.

Lead SourcesManage the list of lead sources a user sees when adding a new lead. You can view and edit lead source information such as description, type, status, and cost.

ProductsManage the list of products a user sees when adding a new opportunity or asset. You can view and edit information such as name, SKU, cost, status, family, and price levels

PackagesManage the list of packages used for grouping products. You can view and edit information such as name, description, status, and products.

Pick ListsManage all pick lists available in the Web Client—such as Account Type or Title. You can view and edit the available items and pick list options.

Literature Items

Manage available items to include in a literature request. You can view and edit information such as cost and quantity.



ResourcesManage available items to include in a scheduled activity. You can view and edit information such resource name, type, and coordinator.

Qualifications

Manage available items to include in the Qualification drop-down list that appears in the Lead Detail view. You can view and edit information as the qualification name and the qualification items (questions) that relate to the qualification.

Secured Actions

Manage available secured actions to include in a role or a location (user interface element in the Application Architect).

Integration Setup*

Configure the connections between Sage SalesLogix and your accounting system(s). *This functionality is not included in this course.




Nav Bar

Menu Bar

Toolbar

Main View

Detail Area

Middle Pan

Tab Area

Tasks Pane

Web Administrator WorkspaceThe following pages list the basic features of the SalesLogix Web workspace so you can identify the terminology used to define the Web Administration features throughout the rest of this training.

NOTE: When you first log on to SalesLogix, the Welcome appears. You can change your Show on Startup options from the Options link in the upper, right corner of the screen.

e



Using ViewsUsers, Teams, Departments, and so on display in views. Each button on the Administration Nav Bar corresponds to a Main view. There are three types of views in the Web Client: List view, Split view, and Detail view.

To switch to Detail view, click an account name from the List view.

To switch to List view, click List View ( ) from the Detail view toolbar.

To switch to Summary view, click the Summary button from the List view.

List View

The List view displays a collection of records by group. The information appears in a grid format that you can sort by clicking a column header.

Summary View

The Summary View lets you see record information in a style more like a rolodex card. Access the Summary View by clicking the Summary button at the top right of the List view.



Detail View

The Detail view displays detailed information for a selected record. The Detail view is divided into a Detail Area, a Middle Pane, and a Tab Area. You can reorder tabs in the Tab Area, or drag and drop tabs into the Middle pane (1). You can also minimize the various panes to give yourself more room when working with a particular area on the screen (2).



Using the Task PaneThe Task Pane consists of common tasks and features designed to help you complete your work. The available options depend on the record type and type of view where you are working.

From a List view, you can:

Filter Records

Perform Common Tasks

From a Detail view, you can:

Use the Group List

Perform Common Tasks

Perform Process Tasks

Filters

Use the Task Pane filters to narrow the list of records that display in a list view. You can add or remove filters from the list and create a “short list” of the criteria available for each filter. The available filters are based on the columns in the selected list view.

Each filter consists of the criteria you select. When you apply a filter, only the records that meet all of the criteria display. For example:

Department: Contains “Sales”

UserType: Web Only

Records returned:

All Web Only users who have “Sales” anywhere in their job title.



Using the Lookup Button and GroupsThe Lookup button is the blue bar shown at the top of a Main view-for both List and Detail views. It allows you to search for a subset of records you are currently viewing by adding or removing basic search criteria.

For example, if you wanted to view Users with a last name starting with "L" that are part of a department containing the word “Sales,” you could add two conditions similar to the following figure:

If you were satisfied with your search results, you could also save your results as a group for future use. Groups are a collection of records that share a common value or characteristic.

You can also add new groups and manage (show/hide) using the Groups button.

Adds another search condition

Removes the selected search condition

The Add Group option allows you to build more sophisticated groups based on one or more conditions using the Query Builder.



Using the Right Mouse ButtonThe Web Client supports right-mouse buttons (RBM) in the Navigation Bar and calendar area only.

The menu that appears is called a context menu. Left-click a context menu item to open the corresponding window or view.

Using the ToolbarThe SalesLogix Web Toolbar buttons are specific to the current view.

TIP: If you don't remember what a Toolbar icon does, hover over it with the mouse to display its description.

The following table identifies the common buttons that you may see on a view and provides a description for each function.


Displays the total number of records in the group, and allows you to navigate to various records in the current group (first record, previous record, next record, and last record).

List View Switches to List view from Detail view.

Update Updates a record with your changes.

DeleteDeletes or disassociate an item. (Not available with every view.)

Help

Opens Web Client Help. All Help within the Web Client is context-sensitive, meaning that the related Help topic for the particular screen you are viewing appears automatically without requiring you to search through the Help.

Minimize PaneMinimizes or expands the related pane (or area) on the Detail view.



The User must eitheyour own usmust be cothe Adm


To access Web Administration features

1. Open a Web browser, and go to the URL for your company’s Sage SalesLogix Log On page.

2. Enter your User Name and Password, and then click Log On.

The Web Client Welcome screen appears.

3. From the bottom of the Nav Bar groups, click Administration.

The Administration Nav Bar expands with the list of features.

4. Click one of the Nav Bar items to open the Main view for the selected feature.

If the Main view loads with data, you are authorized and ready to go! If you receive a SalesLogix Exception error, you may not have access to use Web Administration features with the log on you provided. Contact your system administrator to add you to the Administrator role. (See page 52.)

Scenario 1.1:Log on to the Web Client interface to verify you have access the Web Administration features.

Name you enter r be “admin,” or er name, which nfigured to use inistrator role.



Lesson 2Users

In this lesson you will learn about the Users feature and how to perform some common tasks. This lesson is divided into two parts:

Part 1: About Users

Learn the background information about user management—such as identifying different user types, what the user profile options mean, and how to configure account and user security.


See detailed steps on performing common tasks related to users:

Add a new user who joins your company (page 27)

Replace a user’s team membership with another user’s teams (page 32)

Deactivate or retire a user who permanently leaves your company (page 33)


Users Sage SalesLogix v7.5 - SP4

Part 1: About Users

SalesLogix Client users represent individuals who work for your company. Each user requires a user profile. Settings in a user’s profile determines the user’s log on credentials (such as user name and password), user type, and ability to access different SalesLogix components.

Understanding Administrator and User Security Differences in the Web Client

The SalesLogix administrator has access to all accounts, menus, toolbars, and features in SalesLogix. User access, on the other hand, is controlled by the user’s profile. The following tables summarize the differences when you log on to the SalesLogix Web Client using the admin user name vs. a typical SalesLogix user.

Administrator Rights Individual User Rights

Full access to all pick lists and pick list attribute settings.

Editing or modifying pick lists is governed by the pick list attributes.

Full access to all System menus and toolbars.

View access to menu commands and toolbars is governed by the role assigned by smart part in the Application Architect.

Can change ownership of accounts regardless of ownership type.

Can change account ownership if the user owns the account and, in the case of a team, if the user has a Team Owner security profile.

Can change any data in any field.Can change data in a field depending on the account type and user field level security profile.

Can access all groups created by all users.Can only view groups created by the user or shared by another user.



User TypesUser types are determined by the available licenses your company purchased. Different user types allow you to purchase only the licenses that best match your user needs.

NOTE: The ability to manage licenses for your Sage SalesLogix implementation is only available in the comprehensive LAN Administrator product.

User Type Description

Concurrent

These licenses enable access to Sage SalesLogix, but are not assigned to an individual user. The number of users accessing the software at any one time may not exceed the number of Concurrent User licenses granted. For example, if you have 100 Concurrent User licenses, you can create any number of concurrent users, but only 100 of those users can be logged on to a Sage SalesLogix client interface at the same time.

NetworkA type of user who primarily accesses Sage SalesLogix via a direct network connection to the database.

Remote

Remote Clients keep a subset of the main office database on their local computer (a laptop, for example) and use synchronization to transfer changes between their system and the main office. Note that Remote users never connect with the Remote Office, always with the main office. A sales person travelling or a lone regional representative at a remote location are both examples of Remote users.

Retired

A user type used to maintain the activity history of users who leave your organization. Retired users are treated like inactive users in that their contact activities are preserved in the database even though they are no longer able to access the system. However, inactive users use licenses while retired users do not.

Templates

User Templates can be created to define settings you want to use when creating new users. For example, you can create a user template that holds all options for Concurrent users. Then when you create a new user, you can use the Concurrent user template and the profile settings are predefined. User Templates do not affect the license count or appear in the user's list. A User Template is not an active user and cannot log on to Sage SalesLogix.

Web Only

Users who only have access to the Sage SalesLogix Web Client, and can view, add, delete, or modify information based on their access rights. Web Only users cannot log on to the Sage SalesLogix Client.

Web Viewer

Web Viewer users have read-only access to accounts, contacts, opportunities, and tickets. Depending on account and calendar security, Web Viewer users can add, edit, and delete activities, notes, and history, but cannot use reporting or processes. This user type cannot log on to the Sage SalesLogix LAN Client.



User DetailsA user profile determines everything about a user’s identity and ability to access SalesLogix components. Each user you create in SalesLogix requires a profile.The following table summarizes the tabs shown on a user profile.

Tab Name Description

[Detail Area]Identifies the user’s name, title, user name and password, department, region, division, and manager.

Employee

Contains work and personal information related to the user’s employment and contact information. This tab also supports configuration for third-party accounting applications, such as Sage MAS.

Other CalendarsShows the calendars of other SalesLogix users to which the user currently has access. You can add or remove users.

Notes Contains notes about the user profile added by the administrator.

Service/Support*Shows the user’s options for service and support features. *This tab is not available with the Web Only user type.

Client SystemShows the default owner for when the user adds a new account and the default templates if the user accesses a mail merge feature.

User’s CalendarShows the list of other SalesLogix users who can access the current user’s calendar. You can add or remove users.

User Team Members

Shows the list of other SalesLogix users who can access the current user’s user-owned accounts. You can add or remove users.

User Team Membership

Shows other SalesLogix users for which the user currently has access to their user-owned accounts. You can add or remove users.

Department Membership

Shows the list of departments for which the current user is a member.

Security

Shows the user’s field level security profile. This profile determines the level of read/write access the user has for changing detail information when accessing another user team member’s records. Users always have read/write access to their individually-owned accounts or accounts owned by Everyone.

Team Membership Shows the list of teams for which the current user is a member.



Setting Account OwnershipAccount ownership controls which accounts users can access from the entire SalesLogix database. For example, when Lee Hogan logs on to SalesLogix, he has access to a total of 287* accounts. Lee's boss, Lou Pizzutti, on the other hand, has access to a total of 902* accounts. (*These number are for example purposes, and they may change per database.)

Why can Lou view more accounts? The answer lies with how you set up account ownership.



From within every Account Detail view, there is an Owner field. An account owner can be one of four options:

Owner Description

An individual userEach account is owned by an individual user—typically the user who created the account. The user, members of the user's team, and the administrator can access these accounts.

A team

Each account is owned by a team entity—not a specific user. Only members of the team can view and update these accounts. (Most companies implement team ownership instead of individual user ownership.)

EveryoneEach account is owned globally. All SalesLogix users have access to these accounts. Everyone can see and update these accounts.

Everyone (View Only)Each account is owned globally. All SalesLogix users have access to these accounts. Everyone can see these accounts but not update these accounts.

Because this account is owned by a team, in order to see this account, the currently logged on user

must be part of the account owner’s team

(Midwest).

Because this account is owned by a user, in order to see this account, the currently logged on user must be able to access the

account owner’s team (Linda Walsh).



Setting User SecurityA security profile determines what information a user can change inside of an account record when the user is viewing an account owned by another user or team.

Security Profiles never apply to accounts owned by Everyone.

Security Profiles never apply to accounts owned by the user logged into Sage SalesLogix. For example: if the account is owned by Lee, Lee will always have full access to that account.

The following security profiles are available by default:

Read Only Default: Sets all tables and fields visible in the Security Profile Manager to Read Only access.

Read/Write Default: Sets all tables and fields visible in the Security Profile Manager to Read/Write access except the Account table SecCodeID field. This restricts the user from reassigning account ownership.

Team Owner: Sets all tables and fields visible in the Security Profile Manager to Read/Write access. This allows the user to reassign account ownership. You cannot assign the Team Owner Profile to WebViewer users.

NOTE: You can create additional security profiles using the comprehensive LAN Administrator product.

No “Update” button is visible because the user’s security profile is set to Read Only Default. The user cannot save any changes.

The ability to change the account Owner field is restricted.



ed er

er

Configuring a WebViewer UserWebViewer refers to a user license that provides subset of the Web Client, which gives a user read-only access to accounts, contacts, opportunities, and tickets. Depending on account and calendar security, WebViewer users can add, edit, and delete activities, notes, and history, but cannot use reporting or processes.

WebViewer users are limited in several ways related to teams and security in SalesLogix Administrator. A WebViewer user cannot:

Be the owner of any team

Be a manager or have any subordinates

List any other users in the User Team area of a User Profile

When a WebViewer user logs on to the Web Client, the following differences are apparent from a user who has full access:

Menus

Detail Views

Named User

WebViewerUser

NamUs

WebViewUser



Click Help on the

Toolbar to learn more about any of these boxes.


This section lists steps for common tasks related to users:

Add a new user who joins your company

Replace a user’s team membership with another user’s team membership

Deactivate or retire a user who permanently leaves your company

To add a new user

1. From the Administration Nav Bar, right-click the Users button, and then click New User.

The Add Users screen appears.

2. In the Add User box, select the license type for the user, and then leave the Quantity at 1.

3. Click OK.

Scenario 2.1:

A new sales rep, Dave Nero, joins your company. Dave’s boss is Lou Pizzutti. Dave needs access to all Midwest accounts and full read/write access to user-owned accounts for existing users Lee Hogan and Linda Walsh. (Lee and Linda should also have access to Dave’s user-owned accounts.) However, when Dave creates new accounts, only he should be the account owner (he cannot change this). Dave also needs to be able to access his boss’ calendar. Finally, Dave should be able to assign access to any customers who need access to Customer Portal.

You must have an available license to add a user.

(Licenses are added in the LAN Administrator.)

If you already have users in the database, you can select this check box to copy a

profile from an existing user or from a template.



The User Details screen appears for the new user.

4. Enter the details for the new user (User Name, Name, Title, E-mail).

5. Click the Lookup button in the Manager box, and then select Lou Pizzutti.

6. Click the Change Password button to set the new password to password.

7. Click Save.



8. From the Tab Area, click Client System. Change the Default Owner of Accounts to Dave Nero (User0002). Clear the Allow user to change these settings check box. Click Save.

9. From the Tab Area, click User Team Members. Click the Add (Plus Sign) button to add Lee Hogan. Repeat the steps to add Linda Walsh.

Result: When the user inserts a new contact or account, the Owner field will list the user’s

name and will be grayed out (not able to

be changed).

Result: Lee and Linda can view any accounts owned by Dave.

Lee Linda Dave



10. From the Tab Area, click User Team Membership. Click the Add (Plus Sign) button to add Lee Hogan. Repeat the steps to add Linda Walsh. Then click Team Membership. Click the Add (Plus Sign) button to add the Midwest team.

Result: Dave can view any accounts owned by Lee,

Linda, or the Midwest team.

Lee LindaDave Midwest Team



11. From the Tab Area, click Other Calendars. Click the Add (Plus Sign) button to add Lou Pizzutti.

12. From the Tab Area, click Service/Support. (Not available if the user is a Web Only user.) Select the User may grant access to Customer Portal check box.

13. From the toolbar in the Detail Area, click Save.

Result: Dave can view the activities listed on Lou Pizzutti’s calendar.

Result: Dave can give a contact Web Access.



To replace a user’s teams

1. Open the User Detail view for Dave Nero.

2. From the Common Tasks pane, click Replace on All Teams.

The Replace on all teams window appears.

3. Click the Find button to locate Lou Pizzutti’s name (a fellow manager). Click OK, and then click OK again.

Dave’s Team Membership list is replaced with the same Team Membership list that Lou Pizzutti’s profile has.

Scenario 2.2: One of your company’s sales reps, Dave Nero, just got promoted to a manager. He should now have the same team membership as all other managers.

Before:

After:



To deactivate a user

TIP: Before deactivating or retiring a user, it is a good idea to reassign the user’s accounts using the Territory Realignment feature in the LAN Administrator.


2. Clear the Login Enabled check box, and then click Save.

The user can no longer log on to access the Sage SalesLogix Web Client. Deactivating a user still consumes the user’s license if the user is a Network, Remote, or Web Only user type. (Concurrent user types do not count towards the total licenses available.)

To retire a user

TIP: Before deactivating or retiring a user, it is a good idea to reassign the user’s accounts using the Territory Realignment feature in the LAN Administrator.


2. From the User Type drop-down, click Retired User.

The license count changes to indicate no license is required. The original license is released for another user.

3. Click Save.

Scenario 2.3:

One of your company’s sales reps, Dave Nero, is permanently leaving the company. You want to prevent the user from logging on to the Web Client (deactivate). Weeks later, you decide you need to free up the license so you can assign it to Dave’s new hire replacement.



Lesson 3Teams and Departments

In this lesson you will learn about the Teams and Departments features and how to perform some common tasks. This lesson is divided into two parts:

Part 1: About Teams and Departments

Learn the background information about team and department management—such as team and department considerations, team restrictions, team hierarchy, and how team security applies.


See detailed steps on performing common tasks related to teams and departments:

Add a new team and team members (page 39)

View account access by team (page 42)

Add a new department and departments (page 43)


Teams and Departments Sage SalesLogix v7.5 - SP4

Part 1: About Teams and Departments

A team is a group of users who need access to the same accounts—you might create teams based on region, territory, type of account, or department. For example, Lee Hogan belongs to the Midwest team and has access to all accounts owned by that team. However, Lee is not a member of the Northeast team and cannot access the Northeast team accounts.

A department is specialized team.

Team ConsiderationsWhen creating teams, consider what the team members have in common and the information they need to share.

Teams can consist of users, departments, and other teams.

When creating a team, a Team Owner is required.

Users can belong to more than one team and their security profiles can be different for each team.

When a user is added to a team, the user’s default field security profile is used. You can assign a new security profile to the user as it applies to the team only.

Changing a user’s field security profile on one team does not affect the user’s default security profile.

Each team must have at least one Team Owner. The Team Owner profile allows the designated user Read/Write access to the team, which also allows the user to reassign team ownership.

Team RestrictionsWhen determining a user’s ability to create and maintain teams, consider the following rules. A user can never:

Add himself or herself to an existing team.

Remove himself or herself from a team.

Remove the system administrator from a team.

Delete a team.



Team Hierarchy RulesWhen you add a user to a team, the user's immediate manager can also be included. However, there is no further inheritance (for example, the manager's manager). If you do not want the user's manager added to the team, you can clear this option on the Team Members tab.

In the Team Detail view, if the Automatically add user's manager to team is selected, then each time a new user is added to a team, that users's Manager is also added to the team, if they are not already a member of that team.

If a team member changes Managers, and the new manager is not already on the team, the new Manager will be added to the team.

If a team member changes Managers, the previous Manager will not be removed from the team. If the previous Manager should not have access to the team, then they need to be manually removed from the team.

Department ConsiderationsSage SalesLogix automatically creates a department called None. This department is applied to all new users by default.

Departments contain users, but cannot contain teams. However, teams can contain departments.

A user can belong to more than one department.

Departments cannot own accounts.

Teams can own accounts and departments can access those accounts, but departments cannot directly own accounts.

When a user is a member of both a team and a department on that team, rights for the team prevail over department rights.



Applying Team and Department SecurityAccount security can be restricted at the individual, team, and department level through field level access. You have already seen how to set security for a user. Now you can see how security applies to members of a team as a user, department, or nested team.

TIP: Sage SalesLogix supports a variety of security levels; however, most businesses find it easiest and most like their business model to limit account ownership to teams (instead of individual users).

You can create custom security profiles to apply individual users or team members.

Entity How Team Security Applies

Individual Users

When you add a user to a team, the user’s default security profile is automatically applied. Changing the field security of a user on a team only affects the user’s security as it applies to the accounts owned by that team. For all other accounts, the user’s default security profile will be used if nothing else is specified.A user may have one or many security profiles, including a separate security profile for each team or department to which they belong.

Departments

Users who are part of a department share one security profile. You cannot modify a user’s team security profile if the user is part of a department. If you want a user to have a different security profile than the rest of the department, you must add the user directly to the top-level team (outside the department).

Nested Teams

When you add one team to another team, it is referred to as a nested team. Users on a nested team share one security profile, similar to departments. The difference is that a nested team can own accounts, whereas a department cannot.



Click Help on the



This section lists steps for common tasks related to teams and departments:

Add a new team and team members

View account access by team

Add a new department and departments

To add a new team

1. From the Administration Nav Bar, right-click the Teams button, and then click New Team.

TIP: You can also copy an existing team from the Common Tasks pane in the Team Detail view. If you copy a team, all members from the original team will be automatically added to the new team.

The Insert Team screen appears.

2. Enter the team Name, choose an Owner (Dan Barret), and then click Save.

The Members tab shows Dan Barret added as the only member of the team. Dan’s Default Security Profile—which is pulled from Dan’s user profile—is applied at the team level.

Scenario 3.1:The Sales department is restructuring personnel. Add a new Atlantic team to the organization. Assign Dan Barret as the Team Owner, and add Cathy Hughes to the team with Read Only security.

This security profile applies to the team if you attempt to add this team to another team in the future

(nested team).



3. Click the FieldSales Security Profile for Dan Barret.

NOTE: Security Profiles are created and edited in the LAN Administrator only.

A window appears with Dan Barret’s information.

4. Change the Security Profile to Team Owner, and then click OK.

Result: The Team Owner Profile provides Dan with Read/Write (full) access to any accounts that are owned by the Atlantic team.

Note: Changing Dan’s security profile for this team had no affect on his default security profile set for him on Dan’s User Details screen.

Dan



5. From the Members tab, click the Add (Plus Sign) button to add Cathy Hughes.

Again, Cathy’s Default Security Profile (FieldSales) is automatically applied.

6. Click the FieldSales Security Profile for Cathy Hughes.

A window appears with Cathy Hughes’ information.

7. Change the Security Profile to Read Only Default, and then click OK.

Result: The Read Only profile restricts Cathy from modifying any information, but can still view any accounts that are owned by the Atlantic team.

Note: Changing Cathy’s security profile for this team had no affect on her default security profile.

Cathy



To view account access by team

1. Open the Team Detail view for Southwest.

2. Click the Account Access tab.

The list of all accounts owned by the selected team appears. The total number appears in the top, right corner of the tab.

Scenario 3.2: One of your branches (Southwest) may be shutting down soon. Generate a list of all the accounts owned by the Southwest team so you can plan for reassignment—how many accounts are affected?



Click Help on the


To add a new department

1. From the Administration Nav Bar, right-click the Departments button, and then click New Department.

TIP: You can also copy an existing department from the Common Tasks pane in the Department Detail view. If you copy a department, all members from the original department will be automatically added to the new department.

2. Enter the department Name, and then click Save.

3. From the Teams tab, click the Add (Plus Sign) button to add the Midwest team. Repeat the steps to add the Northeast team.

4. Click the Members tab, click the Add (Plus Sign) button to add Lou McBeal.

Scenario 3.3:The Midwest and Northeast teams restructured to create a new department for employee training, headed up by Lou McBeal. Add the new department and team members.

This security profile applies to the

department if you attempt to add it to a team in the future.

Result: The Training department also appears from the Midwest and Northeast Team Detail view, Members tab.

Result: The Training department also appears from Lou’s User Detail view, Department Membership tab.



Lesson 4Roles and Secured Actions

In this lesson you will learn about the Roles feature and how to perform some common tasks. This lesson is divided into two parts:

Part 1: About Roles

Learn the background information about role management—such as identifying the default roles and the available actions to include in any custom roles you create, and creating your own secured actions and roles.


See detailed steps on performing common tasks related to roles:

Add a new role for service/support users (page 49)

Assign a user to the Administrator role (page 52)

Add a secured action and assign a secured action to a user interface item (page 53)

Assign a secured action to a role (page 55)


Roles and Secured Actions Sage SalesLogix v7.5 - SP4

Part 1: About Roles and Secured Actions

Permissions to features and functionality in the Web Client are determined by roles. You can create any number of roles and assign them to any number of users. A user can have one or more roles assigned to them. You cannot assign a role to a department or team.

Roles use secured actions to control access to user interface elements such as pages, menus, menu items, toolbars, and buttons. When you control access to individual user interface elements, you can control access to actions such as editing, deleting, or printing. There are several secured actions available out of the box.

If you want to create your own secured action, you must assign a secured action to the Applied Secured property of an interface item in the Application Architect. Once a secured action is applied to a user interface element, only users who are assigned a role that includes the secured action can see and use the element. For example, Entities/Account/Save is the secured action assigned to the Applied Security property for the Save button action on the Account Detail view. When the button loads at runtime, the display value changes depending on whether the user has permission to perform the action.

A user interface element in the Web Client that is secured restricts access from all users until a role is assigned which gives access to the user. To secure elements in the Web Client using roles you must add secured actions to elements, add the secured action to a role, and assign users to the role.

Elements are secured in the Application Architect by assigning a secured action to them, or applying security. The value of the Applied Security property is the secured action name. To secure an element in the UI and allow users access to that element you must:

1. Determine what secured action you want to use to secure the element. If necessary, you can create a new secured action in the Web Client.

2. Add a secured action to the Applied Security property for the element in the Application Architect. See the "Understanding Secured Actions" topic in the Application Architect Help for more information.

3. Add the secured action for that element to a role in the Web Client.

4. Assign users to the role.



Default RolesBy default, new users are assigned the Standard User role. This role allows access to all non-administrative functions in the Web Client. If you remove a user from this role, the user will not have access to any items that have been secured unless you assign them a new role.

Some of the default roles include:

Administrator: Allows add, edit, and delete permissions to administration functions such as users, teams, departments, pick lists, products, and packages.

Standard User: Allows add, edit, and delete permissions to all Web Client non-administrative entities such as accounts, contacts, opportunities, tickets, defects, and so on.

Account Management: Allows add, edit, and delete permissions to accounts.

Contact Management: Allows add, edit, and delete permissions to contacts.

Opportunity Management: Allows add, edit, and delete permissions to opportunities.

Data Quality Management: Allows access to Deduplication tools.

Order and Quote Processor: Limits the access for the Order and Quote processing.

NOTE: Roles work differently in the Sage SalesLogix Web Client than they do in the LAN Client. Security in the LAN Client is defined using feature security, function security, and administrative roles, whereas Web security combines all Network elements into one security model - a role. You cannot use the Network security model for Web users or the Web security model for Network users.



Available Role ActionsIf you create a custom role, the actions you can include in a role are:

NOTE: *Access to adding/removing folders and files to the library gives a user a toolbar in the Library view (available from the Sales Nav Bar). The toolbar is not available to anyone who does not have the Administrator role. If you want to assign the library action to a custom role—or turn on access for all users—comment the designated code in the Library.ascx smart part under Portal Manager > Sage SalesLogix > SupportFiles > SmartParts > Library in the Application Architect.

Entity Type Available Actions to Apply

Account View

Add

Edit

Delete

Contact View

Add

Edit

Delete

Lead View

Add

Edit

Delete

Opportunity View

Add

Edit

Delete

SalesOrder View

Add

Edit

Delete

Ticket View

Add

Edit

Delete

Contract View

Add

Edit

Delete

Return View

Add

Edit

Delete

Defect View

Add

Edit

Delete

Campaign View

Add

Edit

Delete

Administration View Administration functions of portal in the Web

Client

Add/Edit/Delete Library Items*



Click Help on the



This section lists steps for common tasks related to roles:

Remove a user from the Standard User role, and add a new role for service/support

Assign a user to the Administrator role

Add a secured action and assign a secured action to a user interface item

Assign a secured action to a role

To add a new role

1. From the Administration Nav Bar, click the Roles button.

2. Click the Standard User role.

3. On the Users tab, click Remove next to Joan Curbough’s name, and then click OK to confirm.

4. Click Save.

5. From the Administration Nav Bar, right-click the Roles button, and click New Role.

The Insert Role screen appears.

6. Enter the role Name and Description, and then click Save.

Scenario 4.1:Your company wants to restrict the features available to the Customer Service and Support staff. Create a new role that allows these users to only access the Service and Support features with no access to Sales and Marketing features.



7. From the Actions tab, click the Add (Plus Sign) button to add Entities/Ticket/View. Repeat the steps to add the remaining Service/Support actions.

8. From the Users tab, click the Add (Plus Sign) button to add Joan Curbough (a Customer Service Representative).



Result: The next time Joan logs on, she will have full access to Tickets, Defects, Contacts, and Returns. However, she will not be able to add/edit/delete Accounts, Contacts, Leads, Campaigns, and so on.



To assign a user to the Administrator role

NOTE: The default Administrator role is all or nothing—meaning, if a user has access to the Web Administration portal, the user has access to all features in the portal. For example, if you want to restrict access to only managing literature items, you need to create a custom role for that.

1. Open the Role Detail view for Administrator.

2. From the Users tab, click the Add (Plus Sign) button to add Lee Hogan.

Scenario 4.2: One of your SalesLogix users (Lee Hogan) is very proficient with the system and wants to be able to manage the literature items that are available for other SalesLogix users to order. Grant this user access to the Administration portal so he can access administrative features.

Result: The next time Lee logs on, he has full access to the Administration features.



To add a new secured action and assign it to a user interface item

1. From the Administration Nav Bar, right-click the Secured Actions button, and then click New Secured Action.

2. From the Insert Secured Action screen, enter the Name (Company History) and a Description (Button on Account Details with a script about company history).

3. Click Save.

4. Minimize the Sage SalesLogix Web Client browser window.

WARNING: The following steps are examples to show how you *could* modify a user interface item to use a secured action in the evaluation database. You should always consult your Sage SalesLogix Web Developer before modifying anything in a production environment.

5. From the Start menu, point to All Programs, point to Sage SalesLogix, and then click Application Architect.

6. From the Project Explorer (View > Project Explorer), expand Entity Model > Packages > SalesLogix Application Entities, and then expand the entity with which you want to work. (In our example, we will expand Account > Forms).

7. Double-click the form to open it in the workspace. (We choose AccountDetails.)

8. Right-click on the form, and then click Add Row.

9. Inside the new row, right-click and then click Insert Button.

Scenario 4.3:Your company wants to provide a button that opens a script for detailing the history and mission of your company, which should be available from any Account Detail view. New sales reps can use this script as a guide when they talk to new accounts.



10. From the Properties window, change the following button properties:

Caption: Sales Script

On Click Action - Applied Security: Sales Script

On Click Action - Action Name: Show Message

Text: Phoenix Computers was founded in 1987 by Jerry Hulisaite. Today we remain one of the top 10 largest resellers of computer equipment for the private sector. Our 4 guiding principles are: Simplicity, Agility, Diversity, and Quality.

Title: Our Corporate Mission/History

11. Click OK in the Action Item Designer.

12. Click Save.

13. From the Application Architect toolbar, click the Build Web Platform button.

14. When the build is complete, open the Deployment Explorer (View > Deployment Explorer).

15. From the Deployments node, right-click the Core Portals node, and then click Deploy.

16. When the deployment is complete, log back on to the Sage SalesLogix Web Client.

17. Open the Account Detail view for one of the accounts.

18. Click the Sales Script button that you just added.

The message box appears with the text you added.

19. Click OK.

At this point, you haven’t actually used the secured action yet because this feature is currently available to ALL Sage SalesLogix Web users. Now you need to assign the action to a role, and then assign new sales representatives to that role.



To assign a secured action to a role

1. From the Administration Nav Bar, right-click the Roles button, and then click New Role.

2. From the Insert Role screen, enter the Name (New Sales Rep).

3. Click Save.

4. On the Actions tab, click Add Action.

5. In the Lookup Secured Action window, search for Sales Script, and then click OK.

6. On the Users tab, click Add User.

7. In the Lookup User window, double-click Pam Schwartz.

8. Log off the Web Client, and then log back on as Pam (no password).

9. Open the Account Detail view for any account. Verify the Sales Script button appears.

Scenario 4.4: Limit the new Sales Script button to be visible for new sales reps only.



Lesson 5Competitors, Lead Sources, Literature Items, Resources, and Qualifications

In this lesson you will learn about the Competitors, Lead Sources, and Literature Items features and how to perform some common tasks. This lesson is divided into two parts:

Part 1: About Competitors, Lead Sources, Literature Items, Resources, and Qualifications

Learn the background information about managing competitors, lead sources,literature items, resources, and qualifications—such as definitions and available tracking information for each entity.


See detailed steps on performing common tasks:

Add a new competitor (page 60)

Add a new lead source (page 62)

Add a new literature item (page 63)

Add a new resource (page 65)

Modify a resource (page 66)

Add a qualification and qualification items (page 67)


Competitors, Lead Sources, Literature Items, Resources, and Qualifications Sage SalesLogix v7.5 - SP4

Part 1: About Competitors, Lead Sources,

Literature Items, Resources, and Qualifications

CompetitorsCompetitors refer to another business that may sell similar products or services that competes with your company for a sale. Users select from the list of competitors from the Opportunity Detail view.

You can track the following information about competitors:

Lead SourcesLead Sources represent a method for keeping track of how your company obtained a business lead. Users select from the list of Lead Sources when adding or importing leads.

You can track the following information about lead sources:

Name

Account

Contact

Phone

Web Address

Rating

Weaknesses

Strengths

Strategy

Notes

Description

Abbrev. Desc.

Type

Status

Cost

Date



Literature ItemsLiterature Items refer to company brochures, product information sheets, or other marketing collateral that you make available to customers. Users select from the list of Literature Items when they submit a Literature Request (a type of activity).

You can track the following information about literature items

ResourcesYou can add a resource, such as a conference room, to the list of available resources that appears when other SalesLogix users schedule an activity.

You can track the following information about resources:

Qualifications and Qualification ItemsQualifications are a collection of qualification items that are used to validate lead information or determine if and when a lead is ready to become a sales opportunity.

You can track the following information about qualifications:

Item Number

Name

Author

Cost (per unit)

On Hand (quantity in inventory)

Reorder Qty (minimum quantity that indicates it is time to restock)

File (type a file path to the document)

Expires (date to expire the item)

Name

Type

Coordinator (user)

Coordinator Phone

Coordinator Email

Qualification for (name)

Items:

Visible

Sort POsition

Description

Show Notes

Date



If you wantmore detaicompetitor

additional coyou know wocompany—ythe compeaccount.,

associate thand contact


This section lists steps for common tasks related to competitors, lead sources, and literature items:

Add a new competitor

Add a new lead source

Add a new literature item

Add a new resource/modify a resource

Add a new qualification and qualification items

To add a new competitor

1. From the Administration Nav Bar, right-click the Competitors button, and then click New Competitor.

The Insert Competitor screen appears.

2. Enter the competitor information, and then click Save.

Scenario 5.1:

Your member of your sales team just lost a sale for your computer equipment accessory products to a new competitor (PC Packaging). Add the business’ information to the Competitors list so other users can keep track of any future wins/losses against this company.

to track ls for the —such as ntacts who rk for the ou can add titor as an and then e account record here



Result: When a SalesLogix user adds a new opportunity for computer accessories, he or she can now choose PC Packaging as one of the competitors for the sale.

After adding a competitor to an opportunity, users can also edit the competitor details, but any changes made here only apply to the selected opportunity. The edits do no overwrite the original competitor information saved in the Administration portal.



Click Help on the


To add a new lead source

1. From the Administration Nav Bar, right-click the Lead Sources button, and then click New Lead Source.

The Insert Lead Source screen appears.

2. Enter the lead source information, and then click Save.

The more information you track about a lead source, the more options you have for querying on that information. For example, by entering a cost, you can run custom queries on future events to measure the success of an event by comparing the number of leads generated against a particular dollar amount spent.

Scenario 5.2: Your marketing team is coordinating a new customer conference, and they want to be able to track how many leads are generated from this event.

The values in the Type list are generated from a pick list. If you

want to add a value to this list, edit the Lead Source Type pick list.

Result: When a SalesLogix user adds or imports a lead, the new lead source is available from the list.



Click Help on the


To add a new literature item

1. From the Administration Nav Bar, right-click the Literature Items button, and then click New Literature Item.

The Insert Literature Item screen appears.

2. Enter the literature item details, and then click Save.

Scenario 5.3:The Sales team just came out with a new Pricing Sheet for all PC accessories. Add a new literature item to the list.

If you’re not sure what to put in any of these information

boxes, click the Help button for details.

Result: When a SalesLogix user schedules a new literature request, the item is now available for order. Values for On Hand Quantity, Reorder Quantity, and Expiration Date adjust for users who have access to the Literature Fulfillment screen (LAN Client).



Qualifications are a collection of qualification items that are used to validate lead information or determine if and when a lead is ready to become a sales opportunity.



To add a new resource

1. From the Administration Nav Bar, right-click the Resources button, and then click New Resource.

2. From the Insert Resource screen, enter the Name of the resource.

3. Enter a Type if you choose to classify the resources (such as Hardware or Location).

4. Click the Search button next to Coordinator, and then select a SalesLogix user who is responsible for this resource. For example, if anyone has any questions about using the resource, the coordinator is someone who might be the subject matter expert. The coordinator’s phone and e-mail address automatically populates.

NOTE: SalesLogix users who do not have access to the Administration menu will not be able to see the coordinator’s information when they schedule the resource.

5. Click Save.

The resource is now available for people to reserve from the Schedule Activity window.

Scenario 5.4:Your company just purchased a new iPad for sales staff to use for customer demos. Log the resource into Sage SalesLogix so that the staff can make requests to reserve it.



To modify a resource

1. From the Administration Nav Bar, click the Resources button.

2. From the Resources List View, click the All Resources tab.

3. Click the Overhead Projector resource.

4. Because there is no coordinator listed, click the Search button next to Coordinator, and then select Barb Hutchinson.

5. Click Save.

6. Now you can e-mail Barb and tell her that Lee is requesting assistance with the projector.

Scenario 5.5: Lee, a SalesLogix user, is having trouble using the Overhead Projector. He called you to find out who the coordinator is for this resource.



To add a new qualification and items

1. From the Administration Nav Bar, right-click the Qualifications button, and then click New Qualification.

2. From the Insert Qualification screen, enter the Qualification for (Services Lead).

3. Click Save.

4. In the Items grid, click Add Qualification Item.

5. In the Add Qualification Item box, select the Visible check box, and then enter a Description. If you want the user to be able to type notes after the question, select the Show Notes box.

6. Click OK.

Scenario 5.6:

You are about to import a new batch of leads that you’ve already identified as interested in your company’s services (as opposed to products). Add a new qualification so that you can include qualification items (questions) that assist you in finding out more about their specific service needs.



7. In the Items grid, click Add Qualification Item.

8. In the Add Qualification Item box, select the Visible check box, and then enter another Description. If you want the user to be able to type notes after the question, select the Show Notes box.

9. Click OK.

The items appear in the list.

10. Now when you qualify a new lead, you can choose the Services qualification and verify that the new items are shown in the Lead Detail view.



Lesson 6Products and Packages

In this lesson you will learn about the Products and Packages features and how to perform some common tasks. This lesson is divided into two parts:

Part 1: About Products and Packages

Learn the background information about managing products and packages—such as definitions and available tracking information for each entity.


See detailed steps on performing common tasks:

Add a new product (page 71)

Add a new package (page 74)


Products and Packages Sage SalesLogix v7.5 - SP4

Part 1: About Products and Packages

ProductsProducts refer to the goods and/or services your company sells. Users select from the list of products from the Insert Opportunity view, the Insert Sales Order view, or from the Insert New Asset view located within the Account Detail view.

You can track the following information about products:

TIP: To help organize products, you should consider first modifying the Product Family pick list. For example, a technology company may have the following product families: Hardware, Software, Warranty, Service, and so on.

PackagesPackages represent a method for grouping a set of products for ease of bulk pricing and order entry. For example, you may want to bundle three products into one package, and sell the package as a set. If a customer purchases a package, all products within the package will be listed individually as assets under the customer’s Account Detail view. Users select from the list of products from the Insert Opportunity view or the Insert Sales Order view.

You can track the following information about packages:

Name

Description

SKU

Products

Name

Description

SKU

Family

Status

Cost

Price Level

Package

Attachment



Click Help on the



This section lists steps for common tasks related to products and packages:

Add a new product

Add a new package

To add a new product

1. From the Administration Nav Bar, right-click the Products button, and then click New Product.

The Insert Product screen appears.

2. Enter the product information, and then click Save.

3. From the Price Levels tab, click the Add (Plus Sign) button to add a price level for Retail ($99.00 - Default) and Wholesale ($39.00).

Scenario 6.1:Your company is now selling a new computer accessory product: A Mango Tango Faux Suede Luggage Laptop Bag that retails for $99 and wholesales for $39. Include a picture of the product as an attachment.

Available options include: Available or Discontinued. Changing the value of this box adds the product to the corresponding group in the Product List view.



4. Click the Attachments tab.

5. Resize your browser window to allow you to see your desktop or Windows Explorer. Browse to the product price sheet with photo, and then drag-and-drop the file into the Attachments area.

6. Change the Description as appropriate, and then click OK.

A message box appears to indicate the upload was complete.

7. Click OK.

The attachment appears in the grid.

Desktop integration (drag-and-drop) is available if you downloaded the Enhanced

Features from the SalesLogix Log On page.



Result: When a SalesLogix user adds a new opportunity (or sales order or asset) for computer accessories, he or she can now choose the Luggage Laptop Bag as one of the products to include in the quote.

A user can choose the price level, apply a discount, and/or manually adjust the price.



To add a new package

1. From the Administration Nav Bar, right-click the Packages button, and then click New Package.

The Insert Package screen appears.

2. Enter the package information, and then click Save.

3. From the Products tab, click the Add (Plus Sign) button to add (1) Dell Latitude product. Repeat the step to add the (1) Luggage Laptop Bag product.

TIP: The price levels set for each product included in a package are set at the package level.You may want to add a price level for each product that would reflect a “package” price whenever the product is included in a package.

Scenario 6.2: Your sales team wants to package one Luggage Laptop Bag product and one Dell Latitude product for sale as a combined offering called the Dell Latitude Traveler.



Result: When a SalesLogix user adds a new opportunity (or sales order or asset) for computer accessories, he or she can now choose the Dell Latitude Traveler package to add all products in the package with a single click.



Lesson 7Pick Lists

In this lesson you will learn about the Pick Lists feature and how to perform some common tasks. This lesson is divided into two parts:

Part 1: About Pick Lists

Learn the background information about managing pick lists—such as what they are and what options are available to change.


See detailed steps on performing common tasks related to pick lists:

Modify pick list options and items (page 80)

Add a new pick list (page 83)


Pick Lists Sage SalesLogix v7.5 - SP4

Part 1: About Pick Lists

A pick list is a list of values that you can select from when entering data in a SalesLogix field. For example, in a contact Title field, the user can select from a list of titles rather than typing in a value. Pick lists are useful because they eliminate keystrokes and encourage correct, consistent data entry—that way you don’t have one value for President and another value for Pres. When pick lists are synchronized, they provide consistent information across databases.

Almost any pick list you see in the SalesLogix Web site can be changed. The Pick Lists List view shows over 165 default pick lists in the product; you may see more depending on whether your SalesLogix implementation has any customizations.

A pick list is denoted by an Ellipses button (with three dots).

Pick list items appear as a drop-down on the form.



Pick List OptionsFor each pick list, you can set different options or rules for how end users can interact with the items.

Option Description

Required entryRequires users to enter a value before they can continue to the next field.

Allow multiple selectionsAllows users to select more than one item from a pick list.

Text must match a list item Ensures that the value entered matches a pick list item.

Sorted alphabeticallyDisplays pick list items alphabetically. If this option is selected, the Order values are ignored.

Users can edit items (Windows version only)

Allows users to add or change pick list items.

Apply options to Web pick list

Select this check box to use the options selected on this view for Web pick lists. By default, the options automatically control pick lists in the Sage SalesLogix Client. If this option is cleared, the Web pick list is controlled by the attributes set on the control in the Application Architect.



Click Help on the



This section lists steps for common tasks related to pick lists:

Modify pick list options and items

Add a new pick list

To modify pick list options and items

1. From the Administration Nav Bar, click the Pick Lists button.

2. From the Pick Lists List view, click the Title pick list.

3. From the Options area, select the Allow multiple selections and the Apply options to Web pick lists check boxes. (The Sorted alphabetically check box should already be selected).

Scenario 7.1:One of your sales contacts has a job title that does not match any of the options in the Title pick list. Additionally, this contact actually operates under two titles. Modify the Title pick list to add the new titles and allow for multiple selections.

You must select this check box if you want any of the above options to apply; otherwise, the selected options will only apply to the pick list as it appears in the Windows (LAN) Client.



4. Click the Ellipses button next to the Test this list box.

The pop-up list gives you a preview of how the list will appear with these new settings. The list items now have check boxes, which allow a user to select more than one value.

5. Click OK to close the preview.

6. Click Save.

7. From the Items tab, click the Add (Plus Sign) button.

The Add New Item window appears.

8. Enter the Text, Code, and Order, and then click Save and New.

9. Enter the Text, Code, and Order for the second item, and then click OK.

The Code box allows you to enter an alternative value if your

company uses other software applications that share database

information with Sage SalesLogix. Most often, the

Code will be the same as the value you use for Text.

The Order box indicates the order in the list the value will appear (in this case, the bottom).

However, if the Sort alphabetically option is selected,

the order is ignored.



Before: You could only select one title from the list.

Result: You can now add or edit the contact using the two Title options you just added.



To add a new pick list

1. From the Common Tasks pane in the Pick Lists Detail or List view, click Add Pick List.

The Add New Pick List window appears

2. Enter the Pick List Name (Office Space), and then click OK.

3. From the Items tab, click the Add (Plus Sign) button to add the Own item. Repeat the steps to add the Rent and Unknown items.

4. Click the Ellipses button next to the Test this list box to see how the list will appear.

Now what? At this point, you are probably asking yourself how to get this pick list to show up on the Account Detail form. Unfortunately, this step requires more steps that are outside the scope of the Web Administration toolset. For example, you need to add an OfficeSpace database field to store the selected value, and you need to add a new PickList control to the form. These advanced steps require the SalesLogix Application Architect tool. Contact your company’s designated SalesLogix Developer for assistance.

Scenario 7.2: Your company plans to start tracking whether an account rents or owns their business space. Add a new Office Space pick list with these values: Rent, Own, Unknown.


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