Login / Register  search  syndication  about

SalesLogix Support

SalesLogix Cloud / Web / LAN Support Topics from Mark Duthoy

SageCRM- Quick Start Guide

In SageCRM there is a quick start page that comes up when you first log into SageCRM.

Please don't ignore this page, there is alot of good information to review from here.

It is a very quick learning tool that walks you through setting up preferences and some basic functionality of the program.

Many times this Quick Start page will explain the options for you. This way, when you actually go to set them up, you will know repercussions of specific settings.

Also, on this page you can access documention for advanced options. The SageCRM Administrators guide will help you with Merge Forms and small customizations that you may need to make.

Once you have reviewed all of the help and documentation from the Quick Start.....you can shut this page off from the user preferences. But....you would already know this if have reviewed the Quick Start....:)

Have a great day!!

 Dale Richter

Customer FX

Tags:
What's This?
  
Bookmark and Share

About Dale Richter

  


Related Content
   Sage CRM v7.1 - Many Exciting New Features Spring 2011
Sage CRM v7.1 will include Sage E-marketing for Sage CRM, our fully integrated email marketing solution w
Posted on Dec 15, 2010 by Scott Weber to SageCRM Product Blog
 
   SageCRM v7 Release is Coming Soon
Find out what's new. If you are going to be purchasing SageCRM, or you plan on upgrading, you may
Posted on Mar 18, 2010 by Brianna Ojard to The Inbox
 
   ACT! Link Discontinued - Perfect time to move to SageCRM or SalesLogix Cloud?
Sage MAS 90 and 200 ERP version 4.4 will begin shipping this month, February 2010. This release will deli
Posted on Feb 18, 2010 by Scott Weber to The Inbox
 
   SageCRM v7 has entered Beta
Sage is getting ready to release the latest version of SageCRM and we will keep you posted as more i
Posted on Feb 11, 2010 by Scott Weber to SageCRM Product Blog
 
   SageCRM 6.x Field Length
One of our creative SageCRM admins created a custom entity in SageCRM 6.0 and was successfully using that
Posted on Dec 17, 2009 by Mark Duthoy to SalesLogix Support
 
Comments

 

Twitter Trackbacks for Sage CRM- Quick Start Guide - Tech Talk [customerfx.com] on Topsy.com said:

Pingback from  Twitter Trackbacks for                 Sage CRM- Quick Start Guide - Tech Talk         [customerfx.com]        on Topsy.com

August 22, 2009 10:08 AM
 

Toshiba M35x S161 Motherboard Power Jack, M35 Headlight Aftermarket Infiniti I35 said:

Pingback from  Toshiba M35x S161 Motherboard Power Jack, M35 Headlight Aftermarket Infiniti I35

May 21, 2010 4:50 AM
 

Harley Davidson F550 Super Duty, 1999 F550 Used Ford F 550 said:

Pingback from  Harley Davidson F550 Super Duty, 1999 F550 Used Ford F 550

May 21, 2010 4:29 PM
 

Sl320 Used 1995 Mercedes Benz, Sl320 Heater said:

Pingback from  Sl320 Used 1995 Mercedes Benz, Sl320 Heater

May 21, 2010 11:46 PM
 

C230 Body Kits Mercedes 560sl, C230 2nd Hand Repair said:

Pingback from  C230 Body Kits Mercedes 560sl, C230 2nd Hand Repair

May 22, 2010 5:18 AM
 

2005 - 1992 @ 1977 Dodge B300, Glc Discount Miata Mazda B3000 - 439.1fh.org said:

Pingback from  2005 - 1992 @ 1977 Dodge B300, Glc Discount Miata Mazda B3000 - 439.1fh.org

May 30, 2010 7:26 PM
 

1992 - 1989 @ Sapporo Aftermarket Wholesale, Plymouth Sapporo Demo - 142.akemet.com said:

Pingback from  1992 - 1989 @ Sapporo Aftermarket Wholesale, Plymouth Sapporo Demo - 142.akemet.com

May 31, 2010 12:39 AM
 

1990 - 1986 @ C35 C3500 Pickup Free 1972 Gmc Parts Locator, Chevrolet Tail Light Bulbs S10 Pickup - 346.jeepsunlimted.com said:

Pingback from  1990 - 1986 @ C35 C3500 Pickup Free 1972 Gmc Parts Locator, Chevrolet Tail Light Bulbs S10 Pickup - 346.jeepsunlimted.com

May 31, 2010 3:14 PM

Leave a Comment

(required)  
(optional)
(required)  
Add
All contents Copyright © 2014 Customer FX Corporation
Customer FX Corporation
2324 University Avenue West, Suite 115
Saint Paul, Minnesota 55114
Tel: 800.728.5783

  Follow @CustomerFX on twitter
Follow the best news, tips, and articles
  Subscribe to Customer FX on youtube
Watch SalesLogix tutorial videos from Customer FX
Login / Register