Category: Sage CRM Tutorials

Using Advanced Find for Complex Searches & Lists in Sage CRM

Sage CRM provides you multiple search tools that can be used to locate records and build reports and lists. These include the standard finder, Key Word Search, and Advanced Find. We covered the standard and key word search tools in a previous tutorial, and in this demonstration, we focus on Advanced Find.

Standalone Person Records in Sage CRM

Sage CRM is a company-centric CRM system that is structured with companies at the top level and under them, you enter the affiliated people. But what if you want to track a person in Sage CRM and you don’t want to associate them with a company. In this tutorial, we take a look at how to add a person record without a company affiliation. We also look at how to move their record under a company if we later want to associate them with one.

Using Notes in Sage CRM

The Notes function in Sage CRM allows you to add notes to Leads, Companies, Persons, Opportunities and Cases. In this tutorial, we’ll take a look at the functionality of Notes.

Link Your Web Forms to Wave Activities to Track Web Leads in Sage CRM

The Web to Lead feature creates a lead in Sage CRM when a visitor fills out a form on your web site. In a previous tutorial, we showed how to create a basic Web to Lead form and insert it in a page on your web site. Now we get a bit more advanced and show you how to better track your web generated leads by linking your web forms to marketing wave activities in Sage CRM.

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