Customize On-Screen Coaching to Place Your Company’s Messages On Screens in Sage CRM
On-Screen Coaching in Sage CRM displays instructions to users that is specific to the screen and task they’re working on. While this feature is designed to assist new users, it can be used for other purposes, after your staff becomes familiar with Sage CRM. In this tutorial, we show you an example alternate use of on-screen coaching by customizing it to display a message regarding an incentive to our sales team that rewards them for exceeding their quarterly quota.