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Onscreen coaching
Onscreen coaching can be displayed in a panel on Sage CRM screens. This panel provides contextual information and general tips.
Your System Administrator can activate and deactivate onscreen coaching.
- To set onscreen coaching display preferences, go to My CRM | Preferences. For more information, see User preferences.
- To turn onscreen coaching off, click the X icon. If you close a coaching panel, it remains turned off the next time you log on. To turn it back on, go to My CRM | Preferences.
- To show or hide the coaching panel for a particular screen, click the Maximize/Minimize button. If you hide the coaching panel for a screen, it remains hidden the next time you log on.
For information about setting up onscreen coaching, see the System Administrator Guide.
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