Many of our customers use Sage CRM to help their sales, marketing and customer service teams build more profitable relationships every day. It is a full-featured, web-based CRM solution that is easy to use and quick to deploy. In this blog I will outline 10 things that you may not have known you could do within Sage CRM. Hopefully you can learn something new that will improve your user experience of Sage CRM.
1.) Use the Recent Button. By clicking on the Recent Button on the side menu of your Sage CRM you will see a menu of the most recent activities you have performed. It will include company searches, people searches, campaigns, cases, opportunities, leads and groups pulled. This can save time instead of re-typing your search criteria or remembering who just logged a case, etc.
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