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CRMatic Lead Enhancer for SalesLogix
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Wouldn't it be nice to create a new activity against a lead? Or view completed activities
for a lead? Now you can with the CRMatic Lead Enhancer for SalesLogix. Click here
to view the information in pdf. |
Features
- New Activities Tab
- New Notes/History Tab
- Add Notes against a lead record
- Schedule Phone Calls, Meetings, or To-Do’s for a lead
- Sync Activities with Outlook Calendar
- Drag and drop emails from Outlook
- All Activity and Notes/History information is carried over when the lead
is converted
to a customer record
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Free 10-day Trial
To download the free 10-day trial of the CRMatic Lead Enhancer, please click the appropriate SalesLogix version below.
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Screenshots
Lead Notes/History:
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Lead Activity:
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