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SageCRM - Territory Realignment

The territory realignment feature of SageCRM allows the administrator to quickly and correctly reassign ownership of SageCRM accounts based on Account owner, Account manager, etc. Knowledge of this feature will help you deal with changes to sales territories or personnel changes in an efficient manner...

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SageCRM - Working with Opportunities/Workflow

In SageCRM you have the ability to create a Workflow, a series of tasks executed according to a defined path, based on business size, product line, territory, or any other factor that determines how a sale progresses through the pipeline. The series of stages and steps of a Workflow are created to help...

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SageCRM - Creating Groups

Groups are a collection of companies, contacts, opportunities, or cases that share a common value or characteristic. By being able to work within a subset of records you can accomplish tasks such as sending a direct mail piece to customers in a specific region of the country or conduct a telemarketing...

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SageCRM - Introduction and Overview

This workshop is for the user that has not had little to no exposure to SageCRM, and will focus on navigating the SageCRM interface and introducing the user to the available features. In this workshop the user will learn how to navigate the SageCRM workspace, components, and functions. The user will...

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