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.

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Advanced Applications is honored to be seen as a trusted partner of manufacturers, distributors, service providers, municipalities, entrepreneurs and businesses. We would be pleased to discuss the value we can bring to you and your organization. Please feel free to get in touch so we can schedule an appointment and show you the impact we can help you achieve with our coaching and collaboration services.