Book Your Sage CRM [Basic] Classroom Training

Are there too many distractions in the office to give your Sage training 100%? Why not try our purpose built training facilities! Only £95.00 + vat per person.

- Class sizes are small and instruction is personal.
- Each course is taught by experienced Sage personnel in a relaxed and friendly atmosphere.
- This training is ideal for both new & existing users of Sage CRM.

Choose this training if…
you are a new or existing CRM user who wants to know how to use the core functionality of Sage CRM.

What does the training cover?
This training will give you an understanding of the day to day operations of Sage CRM. For example, logging on, navigation, menu’s, ’My Dashboard’, main view, recent menu and preferences are some of the key topics covered.

Training content:

• Introduction - logging on, navigation, menu’s, ’My Dashboard’, main view, preferences
• Companies - company view, adding / amending records, company tabs, company addresses
• Opportunities - module, new opportunities, quotes, quotes to orders, viewing, forecasting
• Calendar - tabs, scheduling, assigning, activity, recurring, viewing, team scheduling
• Communication - templates, mail merges, document drop, synchronising information
• People - adding, editing, associating people, using tabs, addresses
• Searching - basic searches for people, companies and opportunities
• Sage CRM Reports - overview of reports

Fill out the form below to book a place for Sage CRM [Basic] Classroom Training: