Sage CRM Users: Video Tutorials Available

Below is a selection of videos taken from the official Sage CRM blog to help users and administrators of the software complete tasks easier and understand the many features Sage CRM offers. Click on the watch now button to start playing the videos or alternatively click here to view a full list of the available videos.

How to create e-mail templates
Administrators

This lesson in particular will cover the knowledge needed to understand how to create E-mail Templates for the Sage CRM internal e-mail client.
[Watch now]

Control Forward and Reply Translations
Administrators

This lesson covers the knowledge needed to understand how to edit the default translations used to provide the text used in Sage CRM's internal e-mail client as e-mails are replied to and forwarded.
[Watch now]

Documents and Reports Configuration
Administrators

This short video tutorial (6:30 minutes long) is designed to help a new System Administrator. It is part of a series of lessons that cover the Administration of the Application as a learning theme. This lesson covers the knowledge needed to understand how to configure the settings that control the user experience for Documents and Reports. This includes control of sizes and timeouts.
[Watch now]

Related Entities: Using the Relationships
Users

This short video tutorial (8:49 minutes long) is designed to help the new User. It is part of a series of lessons that cover the Administration of Data as a learning theme. This lesson in particular will cover the knowledge needed to understand how to use a Relationship within the Sage CRM Related Entities feature.
[Watch now]

Any questions? Our Sage CRM support team are more than happy to assist with any issues you may have and can be contacted on 01724 400301 or alternatively by emailing them on sagesupport@hbp-group.co.uk.