• Media: Sage CRM v7.1 SP2 Data Model (ZIP)

    PDF and Readme for Sage CRM v7.1 SP2 Data Model. If you have any queries about this data model, please email sagecrmteam@sage.com .
  • Media: Sage CRM Implementation Workbook

    Updated: August 2018 The links in the document now point to the Sage CRM 2018 R3 help topics. A workbook to guide you through the scoping, planning, installation, customization, and roll out of a Sage CRM implementation. This workbook provides sample questions about the business that you can ask key...
  • Media: Data Upload Workbook

    The Data Upload feature of Sage CRM is a powerful tool that can save you time and resources when you need to add multiple new lead, company, or person records to Sage CRM or migrate data from Excel spreadsheets. This workbook contains tutorials that guide you step by step through the most common use...
  • Media: Sage CRM Data Management Forms

    Editable MS Excel sheets of Sage CRM fields and drop-down lists. Aimed at Sage CRM implementers preparing customization tasks such as data migration and field and screen customization.