Search Sage CRM documentation, community and videos

 

Before downloading any material from this site, please see our terms and conditions which fully apply to any material that you might download in addition to the legal disclaimer below.

We have made the materials contained in this area of our website available to you as we thought that you might find them useful. As such, they are provided to you "as is", which means that we do not offer you any assurances in respect of them.  By downloading any material from our website, you expressly understand and agree that you do so at your own discretion and risk. You will be solely responsible for any damage that you suffer as a result of you downloading any of our materials.

You also understand that we own the intellectual property rights to any downloads we make available to you within this area of our website and that you must not use them in any way that would adversely affect our rights under applicable law. In addition, you must only use our downloads in accordance with any further terms and conditions that we tell you about on this website from time to time and it is your responsibility to check our website for this purpose and to ensure that you comply with any such terms and conditions.

Partners – remember to check with your local Sage office for the latest product materials in your region.

File Gallery Posts
Business Partner General Downloads 16
Sales, Marketing and Service for Sage 200 Connector eLearning 7
Sage CRM Connector for Sage X3 eLearning 7
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. 13
Sage CRM Connector for Sage X3 14
Type Title Downloads Rating

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 200

Sales, Marketing and Service for Sage 200 Connector Installation

This video is one of several education videos that cover the Sales, Marketing and Service for Sage 200...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 85

Customizing Connector Screens in Sage CRM

This video demonstrates how to customise screen provided in Sage CRM through the Connector. It is one...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 49

Excluding Accounts From The Migration Process

This video demonstrates how the open scripts can be modified to restrict certain Sage 200 Customer Accounts...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 22

Adding a new button to a Connector Screen in Sage CRM

This video aims to demonstrate how to add new menu options to the Company entity tabs provided by the...
Posted to: Sales, Marketing and Service for Sage 200 Connector eLearning
by 21