| Dashboard
|
A customizable set of gadgets relating to you. For example, a list of companies from a personal saved search and a local RSS news feed.
|
| Calendar
|
Your planned phone calls, meetings, and day-to-day correspondence.
|
| Contacts
|
Contacts in Sage CRM that you want to synchronize with MS Outlook (in Classic Outlook integration or Exchange Integration).
|
| Leads
|
Unqualified queries about your business. |
| Outbound Call Lists
|
Outbound call lists that you're working on. This tab isn't displayed by default. You can enable it in My CRM | Preferences.
|
| Opportunities
|
Your current sales pipeline. |
| Forecasts
|
Your quarterly sales forecasts. This tab isn't displayed by default. Your System Administrator must give you access to this tab. |
| Cases
|
Open customer service cases assigned to you. |
| Solutions
|
Existing knowledge base items. This tab isn't displayed by default. You can enable it in My CRM | Preferences, if your System Administrator has given you rights to access Solutions. |
| Shared Documents
|
Corporate documents that you may need to access on a daily basis. |
| Preferences
|
System settings specific to your requirements. For example, your time zone, preferred theme, preferred currency, or the first page displayed when you log on. |
| Groups
|
Create, modify, and save groups of people, companies, leads, cases, and opportunities. |
| Exchange Integration Logs. |
This tab must be enabled by your System Administrator. Allows users enabled for Exchange Integration to view their own log files.
|
| E-marketing User Profile
|
This tab is only available for E-marketing users. It lets them change their E-marketing contact details and email address. |
| ... (Ellipses)
|
Enables you to change the default tabs that are displayed in different areas of the system. For example, if you rarely work with Opportunities, you can remove this tab from your My CRM work area. However, you can easily enable it again if you change your mind. |
Sage CRM user assistance PDFs
