We’re pleased to announce that the full Sage CRM User Fundamentals training series is now available to watch on demand via the Sage Support & Training YouTube channel.
Watch the full playlist here:
Sage CRM User Fundamentals – YouTube Playlist
This series is ideal for new Sage CRM users and system administrators, and it covers the essential skills needed to work confidently with Sage CRM. Each session is under 30 minutes long, making it easy to fit into your schedule.
What’s included in the training:
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Getting Started with Sage CRM
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Adding and Changing Contact Data
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Searching for Data
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Advanced Find
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Creating and Using Groups of Records
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Working with Appointments and Tasks
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Working with Emails and Documents
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Customer Care Features
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Leads and Opportunities
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Working with Sales Forecasts
The course is suitable for beginners and experienced users alike. It’s also a great resource for Sage colleagues and partners supporting Sage CRM implementations.
If you’ve been looking for a clear and practical introduction to Sage CRM—or want to sharpen your existing knowledge—this is a great place to start.
Feel free to share this with your team or customers!
