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Setting up an email template

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.

  • Published by: Valerie Moutin, Sage CRM
  • Created: 03/18/2014
  • Duration: 2.21
  • Category: Tutorial

Creating quotes and orders (Cloud)

Create quotes and orders independent of any opportunity, or base a quote on an existing opportunity and then convert the quote to an order when your prospect agrees to buy your product. You can use Mail Merge to generate quotes and further streamline your sales process using Sage CRM.

  • Published by: Valerie Moutin, Sage CRM
  • Created: 03/18/2014
  • Duration: 3.52
  • Category: Tutorial

Creating and sharing a mail merge template

A more detailed look at how to set up and share a new mail merge template including quote items.

  • Published by: Sage CRM
  • Created: 04/01/2012
  • Duration: 03:37
  • Category: Tutorial

Introducing Mail Merge

This is a quick look at the Mail Merge feature. This video is great for users who are already familiar with the feature. It also serves as a quick introduction for new users.

  • Published by: Sage CRM
  • Created: 04/01/2012
  • Duration: 03:11
  • Category: Tutorial