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Sage CRM Admin online training

Sage CRM Admin


Sage CRM Admin is an easy-to-use, fast-to-deploy on-site CRM solution which can be used as an out-of-the-box solution or configured to your specific business processes. It provides enterprise-wide access to vital customer information, anytime, anywhere so you can manage your business with an integrated approach to inside and field sales automation, customer care, and marketing.


  • Students should already have a working knowledge of Windows and should have a good working knowledge of Sage. .


  • It is a 08 days program and extends up to 2hrs each.
  • The format is 40% theory, 60% Hands-on.

  • It is a 2 days program and extends up to 8hrs each.
  • The format is 40% theory, 60% Hands-on.
    Private Classroom arranged on request and minimum attendies for batch is 4.

course content

  • Introduction
    • Administration
    • CRM Structure
  • User Administration
    • Adding and Changing Users
    • User Templates
    • Disable Users
    • Deleting Users
    • Teams
    • Creating Teams
    • Assigning users to a Team
    • User access to team CRM
    • Security Management, Profiles and
    • Territories
    • User Configuration
  • Customisation
    • Adding a New Field
    • Placing New Fields on Screens
    • Modifying Screen Layout
    • Advanced Customisation Scripts
    • List Customisation
    • Adding a New Column to a List
    • Modifying the Layout of an Existing List
  • Document Management
    • Merging a Document
    • Creating a Merge Document
    • Placing a Template on the Server
  • Target Lists & groups
    • Creating a Target List
    • Merging a Target List to a Document
  • Email
    • Creating an E-Mail Template
    • Sending Email using an Email Template
    • Creating an email to send to Lists
  • Reports
    • Creating a New Report (List)
    • Running a Report
    • Creating a New Report (Cross Tab)
    • Creating a New Report (History)


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