First Friday online training: Sage 200 CRM

First Friday online training - Sage 200 CRM

Friday 2nd November 2018: 12:00pm - 1:00pm

These training sessions are held every first Friday of the month. Just sign up, log in and watch the training from the comfort of your office.

This month's course: CRM

This session will include:

  • Navigation - finding your way around Sage 200 CRM and searching data
  • Companies & People - adding, editing and viewing
  • Communications - appointments, tasks, emails and documents
  • My CRM - dashboards, calendars and contacts
  • Sage integration - viewing Information in CRM linking customers, entering transactions

 

*Training will be shown in Sage 200 2013.

 Please note that the training schedule may be subject to change.

Please email our events team to register for this event.

 

Register now:

Your privacy is important to us.  We will only collect and use your personal data in ways that are described within our Privacy Notice, and in a manner that is consistent with our obligations and your rights under the law. Read Datel’s Privacy Notice for more information.