Recording and managing important communications in Sage CRM is both easy and practical. Calendar management, group messaging and automatic alerts are just a few of the key features of Sage related to communications. The video below walks you through all of the key functionality within Sage related to managing the back-and-forth between users and the people these users engage within the course of operations.
As information is collected from Outlook via the Accelerator/Mobile-X applications, it is important to categorize each touch (communication record). Here are some examples of action types that describe each communication that has been filed/recorded:
Sage CRM gives you the tools to manage and report back on important communications. Just like the rest of Sage CRM, all companies use these features differently and in a way that is practical for them