How-to videos for users

Also see deep-dive technical videos on the Sage CRM YouTube channel.

Creating quotes and orders

Create quotes and orders independent of any opportunity or base a quote on an existing opportunity and then convert the quote to an order when your prospect agrees to buy your product.

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 you’re on track to meet your sales quota.

Customizing fields and screens

Customize fields and screens so you can manage your unique data and business processes using Sage CRM. This lets you reduce administration and capture the information you need to better serve your customers.

Customizing reports

Customize Sage CRM reports to fit your business requirements. This video shows you how to clone an existing report, add a chart to the new report, and add a chart gadget to the dashboard that displays data from the new report.

Finding information

Search for Sage CRM records in a variety of ways. The Search box on the top bar lets you quickly search for records using Quick Find, Find screens, Advanced Find, or Keyword Search.

Integrating Mailchimp and Sage CRM

Mailchimp is an email marketing solution that is integrated with Sage CRM to let you create online campaigns, send campaign emails, and track campaign results.

Performing data upload

With the Data Upload feature, you can add multiple lead, company, and person records to the Sage CRM database at once without having to enter the details of each record manually in the Sage CRM user interface. type: Video

Preparing data upload

There’s a number of steps that you must take to ensure your data is successfully uploaded to Sage CRM and that the data you import is displayed correctly.

Progressing an opportunity workflow

Automate your sales process and enhance your productivity using workflows. Workflows allow you to progress an opportunity from a lead to a sale, while providing you with all the information you need for reporting and forecasting during the process.

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 rights to speed up the administration process.

Setting up an email template

Email templates can help your users respond to customers in a consistent and professional way.

Setting up mobile

Sage CRM Mobile allows you to work online using a web browser on any mobile device, such as a smartphone or tablet. As a system administrator, there are a few things you must do before your users can work with Sage CRM Mobile. This video walks you through these configuration steps.

Using calendar

Sage CRM has a built-in calendar where you can manage your meetings and to-do list by creating tasks and appointments.

Using mobile

Sage CRM Mobile allows you to work online using a browser on any mobile device, such as a smartphone or tablet. This video show you how Mobile lets you work wherever you need to be and ensures that you can respond quickly to your customers’ needs.

Working with groups

A group is a defined set of records that belong to the same type of entity and have a common criteria. Groups save you time and effort when working with your contacts.

Working with Mailchimp

Mailchimp campaigns let you send automated marketing emails from Sage CRM and then view statistics about how recipients interact with the emails so you can analyze how effective your campaign has been.