Learn how simple it is to create a basic prospect company report in Sage CRM.
Have you accidentally entered a duplicate company or person/contact record into your Sage CRM database? Don't fret, we'll show you how to merge two duplicate records together in a few easy steps.
Have you ever wanted to easily track a particular communication action in Sage CRM? For example, you'd like to see all collection calls made to a particular customer. You can do so by setting up a custom communication action icon.
Information such as credit holds, credit limits, past due and aging details are all critical areas to know when serving clients. The more sales team members know about their customers, the better they are to serve and offer new products effectively. Sage CRM offers a sales statistics tab that provides you with just that information.
Sage CRM integrated with Sage 100 allows CRM users to directly create sales/quotes records in Sage 100, while still operating in Sage CRM.