Sage CRM is a popular customer relationship management (CRM) software solution that helps businesses of all sizes manage their customer interactions, sales pipeline, and marketing campaigns. Join this free series of instructor-led training sessions to develop your Sage CRM skills.
This series of 5 training sessions is designed to help the new System Administrator. The lessons in this series are focused on Customizing the Mobile Interface.
Each session is 30 minutes long, so you can easily fit them into your busy schedule. The sessions are also suitable for all levels of experience, whether you're a beginner or an experienced Sage CRM Administrator.
Who should attend?
This training is ideal for anyone who wants to learn how to administer Sage CRM. This includes colleagues and partners supporting implementations of Sage CRM for their clients and experienced Sage CRM Administrators who wish to refresh their skills.
Details of the sessions are given below. If you have any problems registering, please get in touch with [email protected]
Customizing the Mobile Interface: Tailoring the screens
This topic is designed to help the new System Administrator. This lesson, in particular, will cover the knowledge needed to understand how the optimized interface for mobile devices can be tailored to display the most relevant fields and entities for specific user roles (sales reps, managers etc.).
When: Wednesday 29th January 2025, 4 pm (GMT- UK Time)
Register: https://events.teams.microsoft.com/event/7e92a5f1-4b69-40cc-889d-7cf2f020b8f6@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
Customizing the Mobile Interface: New Codeless Mobile Screens
This topic is designed to help the new System Administrator. This lesson, in particular, will cover the knowledge needed to understand how the interface for mobile devices can be extended with new lists and screens to support new entities.
When: Thursday 30th January 2025, 4 pm (GMT- UK Time)
Register: https://events.teams.microsoft.com/event/ff5f8d56-9ce0-40bc-a127-5e7616e0acce@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
Customizing the Mobile Interface: Using Escalation Rules and Table Level Scripts to Enhance Data Management
This topic is designed to help the new System Administrator. This lesson, in particular, will cover the knowledge needed to understand how to define escalation rules and table-level scripts to automate workflow for mobile users.
When: Friday 31st January 2025, 4 pm (GMT- UK Time)
Register: https://events.teams.microsoft.com/event/b9333e9e-9618-4fb3-a256-51470428e20f@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
Customizing the Mobile Interface: Integration with Device features
This topic is designed to help the new System Administrator. This lesson, in particular, will cover the knowledge needed to understand how to integrate with mobile device features (phone, email, etc).
When: Wednesday 5th February 2025, 4 pm (GMT- UK Time)
Register: https://events.teams.microsoft.com/event/3ce45d50-c031-480a-aaf2-3b0df96eccdc@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8
Customizing the Mobile Interface: Creating Optimised Reports for Mobile Users
This topic is designed to help the new System Administrator. This lesson, in particular, will cover the knowledge needed to understand how to create optimised reports for Mobile Users.
When: Thursday 6th January 2025, 4 pm (GMT- UK Time)
Register: https://events.teams.microsoft.com/event/6e6e6b92-65db-4e49-8703-028f718d89e8@3e32dd7c-41f6-492d-a1a3-c58eb02cf4f8