Inviting SalesLogix and Outlook Contacts to a Meeting
When you schedule a meeting or a phone call in SalesLogix, you can include other SalesLogix users in the activity. These types of appointments appear on the Confirmations tab in your Activities view. You can accept or decline activities listed on the Confirmations tab.

Note: If your company uses Advanced Outlook Integration, you can include non-SalesLogix users in the activity. The Microsoft Outlook Attendee Availability tab appears instead of the SalesLogix Available Members and Resources tabs.

To invite others to a meeting

1. On the Schedule menu, click Meeting. In the Select Activity Start Date box, double-click the date you want to schedule the meeting. In the Meeting Regarding dialog box, select Presentation, and then click OK. In the Time box, specify the time for the meeting. In the Alarm area, click to Set Alarm, and in the Lead box, assign a lead time for you to be notified by the alarm. In the Notes box, type any notes. Click the Members tab to include desired contacts in the meeting. If you are using Advanced Outlook Integration, click the Attendee Availability tab.From the list of Available Members, select Ed Martinez, and then click Add. - or - If you are using Advanced Outlook Integration, click Invite Others and select Ed’s name from the Outlook Address list.
2. Click OK.

When invited contacts open SalesLogix, the Activity Manager will notify them that they need to confirm the activity. If they use SalesLogix on a network with Advanced Outlook Integration, they will receive an Outlook e-mail message asking them to accept or decline the meeting.

Shortcuts using the SalesLogix SpeedSearch
Selecting any text in the SalesLogix client or Support client, and then launching the SpeedSearch Client from the toolbar will prepopulate the search criteria.

If SpeedSearch is launched from the toolbar of a client, and the mouse cursor remains over the client toolbar, focus will be set on the original application. This may make the user think the SpeedSearch client has disappeared.

SalesLogix Pivot Reporter

Your Sales, Marketing and Support teams constantly gather and update
customer information in SalesLogix. But, you need fast access to this
information to make informed business decisions. However, creating new
reports on the fly — without technical resources — is a challenge.
SalesLogix Pivot Reporter, a powerful yet easy-to-use reporting and
analysis tool, gives you a simple solution. Now, any SalesLogix user can
create custom 'pivot-style' reports by dragging and dropping fields from
SalesLogix to create:

• Pipeline reports grouped by sales rep and team
  
• Reports to track the number of days required to close
  opportunities