Frequently Asked Questions
about Saleslogix

What is the difference between an account owner and account manager?
An owner can be an individual user, a team (recommended) or everyone. An account manager is the person who has a face-to-face relationship with the customer. Security in SalesLogix is based on ownership of an account. That is, whoever owns an account can edit or delete an account.

I want to locate a contact by her first name, but the lookup function accessed by clicking on the Contacts button only searches last names.
From the Menubar at the top of your screen, select Lookup/Contacts/First Name.

I want it known that there is an association between two contacts, but I am not certain everyone will know to go to the Associations tab. Is there a way to present this information so it is visible immediately?
Yes. SalesLogix can be “customized” so that this information, and just about any other kind of information, can be displayed in the top area of the detail view. Contact your SalesLogix Business Partner for more information.

I would like to put my tabs in alphabetical order. Can I do this?
Yes! To move your tabs, click on the tab with your mouse’s left-button and hold the mouse button down. Slowly move the mouse left or right towards where you want the tab, and you will see the icon change to a small hand moving a paper. Release it over the tab you would like the moved tab in front of.

I don’t use all the tabs I have. How can I remove the ones I don’t use and put up the ones I do use?
Right-click on any tab to see a list. If you don’t want to view a tab, make sure it is unchecked; likewise, if you wish to view a tab, make sure it is checked. If the tab you want to display is not on this list, go to “More Tabs,” select the tab from the list on the left, and drag the name up to the other tabs, releasing it when the icon changes to a small hand moving a paper. If the tab is still not visible, right-click on any tab and make sure it is checked. If you have dragged the name to the tabs and it still does not show up on the list, contact your Administrator to be sure the tab has been released.

I have accidentally removed all my tabs, including “More Tabs,” and now I can’t right-click to get any of them back!
Move your mouse slowly between the top and bottom sections of the detail view until the up-down arrow is visible. Pull the separator down a bit to make a black bar visible. Right-click on that black bar and check any of the tabs. Once at least one tab is visible, you can then pull the separator back up.

Many times, when I switch either from the contact screen or to another contact, I get a picklist for a field. How can I stop this from happening?
Check with your Administrator, and let him/her know which field this is occurring for. The field is probably set as a required field with the Picklist Manager.

We have some new employees coming on board, and we want them to learn SalesLogix as fast as possible.
Contact your SalesLogix Business Partner for training materials and, if desired, a training session.

What is the difference between a Lead Source and a Campaign?
A Campaign is an action to target groups of potential customers or leads, for example, a direct mailing. A Lead Source is the source of a specific lead, for example, a campaign or a trade show.