DMC is one of the UK's leading Sage business partners.
Specialising in CRM and Accountancy Software
including ACT!, Sage 200 and SalesLogix
Sage CRM Administrator Training
A one day course designed to instil confidence to manage users and day to day Sage CRM MME tasks. This course should be attended the by nominated User Administrator who should know MME basics in addition to some database knowledge. Administrator training can be carried out either at your premises or our purpose built training centre in the midlands. Maximum delegates, eight for any one session.
The Administrator Training Course includes the following topics.
System Overview
- Client software
- Architecture
The Admin Workspace
- Overview of admin workspace
- Different areas explained
- Understanding main views
User Administration
- Add a new user - copy templates
- Access privileges
- Changing user details
- Disabling a user
- Deleting a user
The Teams View
- What is a team ?
- Teams in your organisation
- Creating a new team
- Assigning Users to Teams
- Setting User Access to the Team CRM button
- Deleting a team
Security Management
- Adding profiles
- Assigning profiles
- Deleting a profile
- Territories and their Rules
- Assigning a territory to a user
Sales Library
- Overview
- Adding/deleting documents
- Librarian administrative role
De-Duplication
- Enabling de-duplication
- Using de-duplication
Target Lists
- Introduction
- Creating a new target list
- Refreshing a target list
- Sending mass emails
Document templates
- Creating a new document template
- Changing an existing document template
- Merging a document
- Pre-defined mail merge templates
Reports
- Creating basic reports
- Seeing reports
Pick Lists
- Overview of picklists
- Locate a picklist
- Edit a picklist
Download Brochure
.png)
Download Sage CRM Brochure
Find out more by calling FREEPHONE 0800 652 2423 or make an enquiry at info@dmcsoftware.co.uk