Category: Task and Appointment Management

Scheduling Recurring Appointments in Sage CRM

Sage CRM allows you to schedule recurring appointments and this can be especially useful for internal company meetings as well as those you might schedule with customers. In this tutorial, we take a look at how to setup an example recurring appointment.

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.

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.

Appointment & Task Scheduling in Sage CRM

One of the benefits of using a CRM system is staying on top of your tasks and appointments. In this tutorial, we show you the basics of appointment and task scheduling in Sage CRM.

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