In this tutorial, we show you how to enable the integration between Outlook and Sage CRM, and how to file emails from your Outlook Inbox into Sage CRM.
Sage CRM can hold a vast amount of customer and sales information and it is critical that the data be easily accessible. In this tutorial, we take a look at how the powerful search tools in Sage CRM make it easy for you to rapidly locate the information you need.
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.