How to Extend Sage CRM


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

Sage CRM – Creating a sales forecast


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

Sage CRM – Setting up a new user


Set up new Sage CRM users and specify the features they can access such as creating reports and groups. Set up user templates defining user