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Customizing fields and screens (Cloud)

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.

  • Published by: Sage CRM
  • Created: 03/18/2014
  • Duration: 3.56
  • Category: Tutorial

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