Sage CRM Document Management

Here is a video overview of Sage CRM's document management feature. This video illustrates how to create documents in Microsoft Word and merging it with Sage CRM customer contact details with templates, and to manage documents using shared templates or Global Templates in Sage CRM.

This is a series of how-to videos. We will be posting them here on our blog periodically. Please be sure to subscribe to our blog to receive updates when new posts are added!