Onscreen coaching

Onscreen coaching can be displayed in a panel on Sage CRM screens. This panel provides contextual information and general tips.

Your system administrator can activate and deactivate onscreen coaching.

• To set onscreen coaching display preferences, go to <My Profile> | Preferences. For more information, see User preferences.
• To turn onscreen coaching off, click the cross button (x). If you close a coaching panel, it remains turned off the next time you log on. To turn it back on, go to <My Profile> | Preferences.
• To show or hide the coaching panel for a particular screen, click the Maximize/Minimize button. If you hide the coaching panel for a screen, it remains hidden the next time you log on.

For information about setting up onscreen coaching, see the System Administrator Help.