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SageCRM End User Training This classroom course is designed for SageCRM customers who use SageCRM. The topics presented include (but are not limited to): - A general overview of SageCRM, including system requirements
- Navigation around the system
- Definition of entities within SageCRM
- Performing Finds and Advanced searches
- Maintaining a personal dashboard, including calendars and contacts lists
- Creating new records and working with existing records
- Converting Leads to Opportunities
- Working with Quotes and Orders
- Progressing Cases to Solutions
- E-mail communications within SageCRM
- Using the SageCRM Reporting tool
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