Watch our Getting Started Video Series and learn how to use Sage CRM

Are you a new Sage CRM user who wants to get up and running with your new CRM tool?

Or perhaps you’re an existing user who wants to optimize your use of Sage CRM?

Our Getting Started Video Series shows you how to use Sage CRM to manage and automate your business processes, using example scenarios and clear demonstrations. This series explains, in simple terms, how to move from a “beginner level” to full productivity, and describes what you can do within Sage CRM to accelerate your business success.

Our Getting Started Video Series guides you through key tasks that’ll really help you get the most out of Sage CRM.

  • Customizing fields and screens
  • Setting up new users
  • Installing the Outlook Integration plug-ins
  • Setting up email templates
  • Creating lead records
  • Converting leads to opportunities
  • And more ..!

By watching the videos, you’ll learn where you are at & how to gain even more productivity & start using Sage CRM to enhance every aspect of running your business.

If you’re looking for other ways to get started, you can take a look at our Help Site and Community Site