Category: Cases

Timings, Business Calendars & Holiday Sets In Sage CRM

Timings in Sage CRM tracks the duration of a Lead, Opportunity or Case from when the record is opened to when it’s closed. Timings also allow you to setup Service Level Agreements that take Case Duration, Business Calendars and Holidays into account. In this tutorial, we walk through setup of a Business Calendar and Holiday Set and show how these affect tracking duration.

Use Team CRM for a Global View in Sage CRM

The Team feature in Sage CRM allows you to categorize your staff by function and gives you a consolidated, global view of their activities and sales and customer service pipelines. In this tutorial, we show you how Teams are used and how to set them up.

Build a Knowledgebase in Sage CRM

Sage CRM has a built-in, searchable Knowledgebase that helps you solve customer issues involving your product or service. In this tutorial, we show you how to enter and use knowledgebase solutions.

Manage Customer Issues Using Cases in Sage CRM

Sage CRM includes a Case Management system for tracking and resolving customer service issues. In this tutorial, we show how you can use Cases to keep your customers satisfied and loyal.

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