Before you begin training, let’s go over some things to remember.

Number one, as you go through your training videos, try and repeat the process that you watch in the video in your live system. Remember that the data’s live, so this means that you can feel free to put in real life information. For example, if you’re entering a new company into CRM, and you happen to be talking to somebody who hasn’t purchased from you before, it’s a great opportunity to use CRM as practice. Enter that new prospect into CRM. If you don’t have any data to enter, that’s fine too. Just enter in a test record, like Miriam’s Test Company.

Number two, create a questions list. As you go through the videos, you may find that you have questions about the process and how they apply to your company. We’ll address those questions later.

Number three, if you have a serious issue like the inability to log in or access certain information, let your Project Champion know immediately so that they can help you or contact us.

Number four, create a wishlist. If you see a dropdown that doesn’t have the values you need or a field that would be great to have, jot that down. Your Project Champion will collect that information later.

When logged into Sage CRM as a system administrator, you’ll see there is a profile menu icon in the upper right corner of the screen. Select administration to navigate to the top level of administration. Select the customization icon and translations, for example, and note that the top content displays the path that took you to this screen of the program.

If you’d like to navigate back to previous sections, select these hyperlinks and to navigate back to the top level administration menu, select the administration hyperlink. To navigate back to the front end of the system, select the Sage CRM logo at the upper right corner of the screen.

In this section we will cover how to navigate through the back end of the system and the administrative menu. As a system administrator, select the profile icon at the upper right corner of the screen and select administration to navigate to the top level of administration. Here you can see the various categories, such as user maintenance, customization, and advanced customizations.

To navigate into the user section, select users, and from here you can create new users, you can create user templates, maintain existing users, set up security, and teams. If you navigate into the users icon, this displays a list of existing users where you can assign permissions and access to various areas of the system.

If you look in the top content, you can see the path that took you to this section of the program. To navigate to previous sections, just select these hyperlinks. To navigate to the top section of administration, select the administration hyperlink. Navigate back to the front end of the system, select the Sage CRM logo at the upper left corner of the screen.