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Using Calendar

Sage CRM has a built-in calendar where you can manage your meetings and to-do list by creating tasks and appointments.

  • Published by: UA team
  • Created: 01/05/2017
  • Duration: 3.21
  • Category: Tutorial

Finding information

You can search for Sage CRM records in a variety of ways. The Search box on the top bar lets you quickly search for records using Quick Find, Find screens, Advanced Find, or Keyword Search.

  • Published by: UA team
  • Created: 01/03/2017
  • Duration: 3.30
  • Category: Tutorial

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

Setting up Sage CRM Mobile

Sage CRM Mobile allows you to work online using a web browser on any mobile device, such as a smartphone or tablet. As a system administrator, there are a few things you must do before your users can work with Sage CRM Mobile. This video walks you through these configuration steps.

  • Published by: Sage CRM
  • Created: 05/09/2016
  • Duration: 2.34
  • Category: Tutorial

Creating quotes and orders

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.

  • Published by: Sage CRM
  • Created: 04/27/2016
  • Duration: 2.26
  • Category: Tutorial