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File Gallery Posts
Partner Documentation (All Versions) The documentation in this folder is aimed at the Partner Community. Additional documentation for Sage CRM v7 can be found in the User Community section of the Ecosystem. 14
Business Partner General Downloads 16
Sage CRM Connector for Sage X3 2
Sage CRM Developer Program Membership Documents 4
Type Title Downloads Rating

Sage CRM 2017 R2 Data Management Forms

Editable MS Excel sheets of Sage CRM fields and drop-down lists. Aimed at Sage CRM implementers preparing...
Posted to: Partner Documentation (All Versions)
by 99

Info-Tech's 'Select and Implement a CRM Platform' report July 2016

Info-Tech's 'Select and Implement a CRM Platform' report July 2016
Posted to: Business Partner General Downloads
by 306

Data Upload Workbook

The Data Upload feature of Sage CRM is a powerful tool that can save you time and resources when you...
Posted to: Partner Documentation (All Versions)
by 408

CRM only (SEI templates)

Sales dashboard Service dashboard Marketing dashboard
Posted to: Business Partner General Downloads
by 136

Sage CRM Connector for Sage X3 Release Notes

This document provides information about enhancements implemented, issues addressed, and issues known...
Posted to: Sage CRM Connector for Sage X3
by 365