Sage CRM – Creating a Component for Sage CRM 2017 R2

sage-crm-creating-a-component-R2

This short video tutorial is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Extending CRM Fundamentals badge. This lesson in particular will cover the knowledge needed to understand how to use the Component Manager to record customisations and create a component that can […]

Sage CRM – Creating a sales forecast

sage-crm-forecasting

Forecasting lets you view all your current sales opportunities and helps you calculate the value of your pipeline. You can use forecasting to determine if you’re on track to meet your sales quota. http://help.sagecrm.com/ Sage CRM – Creating a sales forecast – YouTube