Category: Lead and Opportunity Management

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.

Importing Leads into Sage CRM

After attending a tradeshow or purchasing a mailing list, you’ll need to get your new leads into Sage CRM. In this tutorial, we show you how to import them from a spreadsheet.

Sales Forecasting in Sage CRM

Sage CRM includes a sales forecasting tool that eliminates the monthly manipulation of spreadsheets by your sales team. In this tutorial, we show you how easy it is to use.

Sales Opportunity Management in Sage CRM

Sage CRM provides powerful sales pipeline management, tracking and reporting tools and the process begins with your salespeople entering their Opportunities into the system. In this tutorial, we focus on the basics of creating an Opportunity in Sage CRM. And once you start entering your opportunities, then you can take advantage of the sales reporting and forecasting tools included in Sage CRM.

Capture Leads from Your Web Site

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.

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