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Discover the basic features available to configure Sage CRM and its user interface

Understand how Sage CRM’s easily customisable User Interface can be adapted to secure user buy-in and to help your staff adhere to your processes

Our events & workshops Discover the basic features available to configure Sage CRM and its user interface

Wednesday 1st July | 10.15am

In this coffee break catch up webinar, our expert will describe the basic features available to configure Sage CRM and its user interface. Our intention is not to ask you to make changes yourself, but to encourage you to consider how the system might support your staff more effectively. We’ll then work together to make your Sage CRM system more intuitive, and therefore more valuable to your business. Topics we’ll cover include:

  • Screen layouts (adding and removing fields and managing their behaviours).
  • Screen themes (cosmetic customisations – enhancing elements; highlighting fields; arranging tabs etc.
  • Screen behaviours: Using ‘Client side script’ to control how various fields behave in different circumstances.
  • Workflows: What options are available to guide users through a set of processes to ensure best-practice adherence and to minimise the possibility of errors or missed opportunities.
  • Escalations: What automated features may be configured to ensure staff, prospects and customers are notified automatically when pre-determined conditions occur.
  • Security: The rich array of features available to control which users have visibility of which records and what control they have over the records they can see.

Configure Sage CRM and its user interface to help your teams work more efficiently.

Features & Benefits

Make your CRM more intuituve

Enable your teams to work smarter

Understand the rich array of features at your fingertips

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