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Progressing an opportunity with workflow

Automate your sales process and make your life easier using workflows. Workflows allow you to progress an opportunity from a lead to a sale, while providing you with all the information you need for reporting and forecasting on the way.

  • Published by: Valerie Moutin, Sage CRM
  • Created: 03/18/2014
  • Duration: 3.44
  • Category: Tutorial

Customer service - knowing what is going on

In this video, we take a look at how Sage CRM can help you to keep track of what is going on in the customer service process.

  • Published by: Sage CRM
  • Created: 03/10/2013
  • Duration: 2.56
  • Category: Informational

Customer service - ease of use

In this video we will take a look at how easy it is for your customer service team to use Sage CRM.

  • Published by: Sage CRM
  • Created: 03/01/2012
  • Duration: 3.03
  • Category: Informational

Customer service - ease of use (German)

In this video, we will take a look at how easy it is for your customer service team to use Sage CRM. German language version.

  • Published by: Sage CRM
  • Created: 03/01/2012
  • Duration: 3.03
  • Category: Informational

Customer service - ease of use (Spanish)

In this video, we will take a look at how easy it is for your customer service team to use Sage CRM. Spanish language version.

  • Published by: Sage CRM
  • Created: 03/12/2012
  • Duration: 3.03
  • Category: Informational