Tutorial 6

Inviting Others to a Meeting

When you schedule a meeting or a phone call in Sage SalesLogix, you can include other SalesLogix users in the activity. These types of appointments appear on the Confirmations tab in the other users’ Activities view. Users can accept or decline activities listen 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.

Following our scenario, you want to invite Ed Martinez (from your company) to a meeting with Tom Dale and Joan Smith (contacts for Beacon Motors).

To invite others to a meeting using Sage SalesLogix

1. On the Schedule menu, click Meeting.
2. In the Select Activity Start Date box, double-click the date you want to schedule the meeting.
3. In the Meeting Regarding dialog box, select Presentation, and then click OK.
4. In the Time box, specify the time for the meeting
5. 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.
6. In the Notes box, type any notes.
7. Click the Members tab to include Ed Martinez in the meeting.
   If you are using Advanced Outlook Integration, click the Attendee Availability tab.
8. 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.
9. Click OK.

When Ed Martinez opens SalesLogix, the Activity Manager will notify Ed that he needs to confirm the activity. If Ed uses SalesLogix on a network with Advanced Outlook Integration, he will receive an Outlook e-mail message asking him to accept or decline the meeting.

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