Alternate Use for On-Screen Coaching in SageCRM

On-Screen Coaching in SageCRM displays instructions to users that is specific to the task they’re performing. While this feature is designed to aid new users, it can be put to other uses, once your staff becomes proficient with SageCRM. In this tutorial we show you an example alternate use of on-screen coaching by customizing it to display an incentive to our sales team that rewards them for exceeding their quota.

Duration: 2 min 58 sec

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