“Ask Charlie,” in which customers like you ask business-solution related questions of Charlie Kemmerer, MCG’s Vice-President of Front Office Solutions.
Question:
Dear Charlie: How can I compile statistics on Opportunities I've identified in SalesLogix v6.2? I would like to be able to update these statistics on a regular basis...
Signed, Mark from Maine
Answer:
Dear Mark: SalesLogix 6.2 allows you to easily review summary statistics about your
opportunities and quickly update them. Here's how:
-
From the list view, select the opportunities with which you would like to work by Ctrl Clicking or Shift clicking on the opportunities.
- Right click on the select group and you will have a menu with the following options:
- Write to email.
- Update selected opportunities.
- Export to Excel.
- Count
- Statistics.
This is a quick way to work with a group of Opportunities!
Email Charlie at ckemmerer@mcginc.com for a FREE copy of the "Top Ten Questions to Ask Your CRM Vendor" white paper.
Got a question for Charlie? Let us know
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