A one day course designed to give the trainee basic knowledge and confidence to use Sage CRM. This course can be held either at your premises or or our pupose built traning centre in the midlands. Maximum delegates, eight for any one session. An advanced Sage  administrator training course is availiable for delegates who have completed the end user training course.

The End User training course includes the following topics:

Navigation

Finding your way around Sage CRM Menus, toolbars, navbars, right-click Examining each main view Looking at preferences Finding records

Companies

The company view in detail Company tabs Adding new companies and contacts and editing Alternate addresses

People

The people view in detail Adding additional people, editing, associating and deleting People tabs Alternate addresses

Opportunities

The opportunity view in detail Enter an opportunity Adding quotes Looking at preferences Converting a quote to an order View opportunities

Cases

Overview of cases

Calendar and Activities

The calendar and activities tabs in detail Scheduling phone calls, meetings etc and completing them Invite attendees, make recurring activities Viewing team calendars and activities

Communication

Accepting invitations Declining activities Create a new template Perform a basic mail merge Send an email

Additional Functionality

Look at sales library, reports and campaigns

Basic Lookups

Find a person, company or opportunity Add to your contacts group Build a target list

Team CRM

Overview of team CRM Look at team information Compare teams

Reports

Overview of reports Modify a report