How To Guides
Posted in the last
Customize fields and screens so you can manage your unique data and business processes using Sage CRM. You can translate your business requirements into field names that make sense to you and allow you to track each step of your workflow.
Get ready for Classic Outlook integration and learn how to install the plug-in that makes integration happen. Classic Outlook Integration lets you share contacts, appointments, and tasks between Outlook and Sage CRM.
Get ready for Lite Outlook integration and learn how to install the plug-in that makes integration happen. Lite Outlook Integration lets you file Outlook emails to Sage CRM, add Outlook contacts to Sage CRM, and attach Sage CRM shared documents to Outlook emails.
Set up new Sage CRM users and define which information they can access, and whether they can use advanced features such as creating reports and groups. Set up user templates defining user rights to speed up the administration process.
Create email templates so you can respond to your customers in a consistent and professional way. You can include customer and user merge fields, and embed images in an email template.