A consent record can be created for leads and persons. And once saved, a new consent email can be sent. There are separate default email templates provided for managing Person and Lead consent. The recipient of the email can then click...

Sage CRM provides sales, marketing and customer service management functionality to our customers and allows them to maintain and manage customer contact data. Sage CRM integrates with Sage Business Cloud products, such as Sage 100cloud, Sage 200cloud...

The Sage CRM Community has additional resources to help partners. These include a spreadsheet that lists the main metadata and database changes that have been made between Sage CRM 2018 R1 and Sage CRM 2018 R2. You can download this from the Example Downloads...

The GDPR requires that you have evidence of consent from a contact to be marketed to via email, text, calls etc. In the this article we shall look at the features in Sage CRM that allow you to manage such customer consent. Sage CRM has a simple...

(Please visit the site to view this video) To help you get prepared for the release of integrated Sage CRM we've created a short video that will cover the main features of the great new release.