Category: Contact Management

Reassigning Accounts & Tasks in Sage CRM

When an employee leaves your company, it’s important that you’re able to quickly pick up where they left off, particularly if they were in a sales or customer service role. In this tutorial, we show you how to use the disable person and reassign accounts and tasks function in Sage CRM.

Merging Duplicate Companies & People In Sage CRM

Sage CRM provides several tools for keeping your data as clean as possible. This includes a function that allows you to merge duplicate records. The merge function is also useful for combining company records when one of your customers or prosepcts acquires another. In this tutorial, we show you how to use the merge tool.

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