Sage CRM: User Fundamentals
10 videos • 231 views • by Sage Customer Support and Training Sage CRM is a popular customer relationship management (CRM) software solution that helps businesses of all sizes manage their customer interactions, sales pipeline, and marketing campaigns. This series training sessions is designed to help the new User and System Administrator. The lessons in this series are focused on the basic skills to effectively use the core features of Sage CRM. Each session is under 30 minutes long, so you can easily fit them into your busy schedule. The sessions are also suitable for all levels of experience, whether you're a beginner or an experienced user. Getting Started with Sage CRM Adding and Changing Contact Data Searching for Data Advanced Find Creating and Using Groups of Records Working with Appointments and Tasks Working with Emails and Documents Customer Care features Leads and Opportunities Working with Sales Forecasts This training is ideal for anyone who wants to learn how to improve their skills in Sage CRM. This includes colleagues and partners who are supporting implementations of Sage CRM for their clients, as well as experienced users who want to refresh their skills.