Introduction to Sage CRM

  • Log in and system access types (laptop, tablet, phone)

  • Overview of default dashboards or entity at point of log in



  • Setting personal user options

  • Using the main navigation bar

  • Using the breadcrumb trail

  • Overview of the key CRM entities (bespoke to client)

  • Navigating around records 

  • Viewing and editing data 


Searching the program

  • Using the global search functionality

  • Searching within specific entities

  • Creating and saving filters

  • Advanced find and view creation

  • Sharing and assigning views

  • Exporting view data to excel (if required)


Entering New Account and Contact Data

  • Principles of data entry including data entry rules (uses bespoke company protocol)

  • Entering new Account and Contact data

  • Using recently viewed records to locate data


Entering New Lead Data and Conversion Process

  • Working with the principles of Lead data

  • Entering new Lead data

  • The Lead qualification/disqualification process











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Entering Supplemental Data

  • Working with Posts (auto and user)

  • Entering Notes and Attaching Files


Additional Functionality

  • Sharing and assigning records

  • Using Email links

  • Following Records

  • Email Links


Activity Scheduling

  • Scheduling Calls Incoming, outbound and future

  • Scheduling and working with Tasks

  • Locating scheduled tasks using the dashboard and task list view

  • Scheduling Meetings and Outlook diary integration


Outlook Integration

  • The basic principles of Outlook Integration

  • Using set regarding to track incoming and outgoing emails

  • Synchronising outlook data with CRM including contacts and meetings


Reporting in Sugar

  • Working with standard reports

  • Creating personal dashboards and dashlets


*   Note:  If additional modules and business process has been built around the solution then additional topics will be structured into this course to ensure that they are fully covered in the training.











Sage CRM User Training