Slides helping users & resellers understand product fundamentals, ahead of any in-depth training

Presented by David Beard. The matching recording is also located here.


"Working with the general settings: Setting up the installation & controlling the behaviors for day to day use, including users, teams and security".

This is part of a series is designed to show the breadth & usage of features available within Sage CRM. Whether you are new to CRM or looking to brush up your skills, the sessions will help you understand how Sage CRM brings value to every organisation.