The complete business software solution...
Business software solution for process manufacturers...
Customer Relationship Manangement, growth and excellence for your organisation
Getting Started with Sage CRM
Course Aims
This course will enable delegates to effectively manage the navigation of Sage CRM, find and create records and manage communications. topics covered include:
Sage CRM Navigation:
- Login and out of Sage CRM
- Define the main entities of Sage CRM
- Navigate within Sage CRM
- Use on-screen coaching within Sage CRM
Sage CRM Finding Records:
- Search for companies
- Search for people
- Search for communications
- Create saved searches
- use the advanced find feature
- use the keyword search feature
Sage CRM Creating Records:
- Add new company records
- Add new person records
- Edit records
- Remove duplicate records and move people
- Add new lead records
- Add new opportunity records
- Follow a workflow process
- Create a forecast
- Add new case records
- Add new solution records and associate them to cases
Sage CRM Working with Communications:
- Create appointments
- Create tasks
- Send e-mails
- Create documents
- Use the document drop feature
Who is it For?
Users or intended users of Sage CRM who have had little or no formal training
Course Materials
Elite will provide course notes and the courses will take place in our training suite using our hardware.
Cost: £125.00 per delegate
Venue: Elite Business Services, 5 Sycamore Court, Allesley, CV5 9AU
Date: telephone 02476408900 to arrange a suitable date
Time: 09.30 – 12.30
