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Comm Stats now includes Person Records

March 22, 2022 Sage CRM
In our Quick Start Implementation Package, we deploy our Communication Statistics code as well as our User Activity Dashboard. These statistics and reports reflect communications created ...
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Sage CRM Communications Management System

March 15, 2022 Sage CRM
My CRM Manager updated their page on the various ways we can get communications into and out of Sage CRM. Topics covered include: Email Management ...
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Advanced Email Management

March 8, 2022 Sage CRM
Does your organization receive a lot of emails for a generic email address? For example support@ or inquiries@? Sage CRM has a feature that can ...
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Getting Emails into Sage CRM – 3 options

March 1, 2022 Sage CRM
Most commonly, users consciously decide on which emails get filed into Sage CRM. The easiest way to do this is to file emails into using ...
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Sage CRM v2022R1 Now Available

February 24, 2022 Sage CRM
In mid-February, Sage North America made Sage CRM v2022R1 available for download. If your organization is current with their Sage CRM support plan (either the ...
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The Difference Between Tasks & Appointments

February 22, 2022 Sage CRM
Tasks and appointments share a lot of similarities within Sage CRM. They share the same entry screen and appear in communication lists, but there are ...
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Sage and Salesforce
Advanced Integration
Did you know that you can integrate your Sage system with Salesforce.com?
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