• Snapshot Survey: Outlook Integration

    This is the first of a series of snapshot surveys about features within Sage CRM. Sage wants to better understand how customers use each feature and how we can update the product to provide more benefits to our customers' businesses. Please answer…
  • File Email Against Leads

    Hello Everyone, I am new to applying structure to my sales process and I really hope that Sage CRM is the tool that works for me! My sales process is simple: I conduct workshops and collect business cards from the attendees (these are my Leads); I then…