Creating templates for frequently sent emails, such as quotes, brochures, among others can save time and promote consistency across your company. In this tutorial we show you how to create and use email templates in Sage CRM.
Capturing leads from your web site into Sage CRM is useful for seminar registrations, brochure requests and newsletter signups to name a few. In this tutorial, we show you how it works and how to set it up.
Sage CRM has a Quick Notifications feature that allows you to create your own custom alerts based on the criteria that you set. In this tutorial, we show you how easy it is to configure and use this powerful tool.