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Setting up Sage CRM mobile apps

Sage CRM mobile apps give you online and offline access to Sage CRM by storing opportunity, contact, and calendar data on your mobile device. As a system administrator, there are a few things you must do before your users can work with Sage CRM mobile apps. This video walks you through these configuration steps.

  • Published by: Sage CRM
  • Created: 06/13/2016
  • Duration: 3.01
  • Category: Tutorial

Generate a Web to Lead form in Sage CRM (Cloud Edition)

This short video explains how to generate the Web to Lead form from within the Sage CRM Cloud edition administration screens. The Web to Lead form can then be used to capture data from a website directly into Sage CRM.

  • Published by: Jeff Richards
  • Created: 04/29/2016
  • Duration: 3:08
  • Category: Technical-Training

Sage CRM and SEI - A technical introduction

This video aims to provide an introduction to the installation and configuration of the dashboard templates that can be imported into Sage Enterprise Intelligence. The video will explain how the templates allow Sage CRM data to be surfaced along with data from a Sage BMS (Sage X3, Sage 300 etc) to provide managers with full cross enterprise analysis and reporting in SEI.

  • Published by: Jeff Richards
  • Created: 04/07/2016
  • Duration: 19:04
  • Category: Technical-Training

Customizing fields and screens

Customize fields and screens so you can manage your unique data and business processes using Sage CRM. This lets you reduce administration and capture the information you need to better serve your customers.

  • Published by: Sage CRM
  • Created: 02/24/2016
  • Duration: 3.38
  • Category: Tutorial

Using Sage CRM mobile apps

Sage CRM mobile apps give you online and offline access to Sage CRM by storing opportunity, contact, and calendar data on your mobile device. This video shows you how Sage CRM mobile apps keep you connected to core Sage CRM data wherever you are!

  • Published by: Sage CRM
  • Created: 10/23/2015
  • Duration: 3.47
  • Category: Tutorial