Integrate your procedures, processes, troubleshooting, etc into your Sage CRM Tasks to create dynamic action plans your team can “tick off”, ensuring consistency every time!
Discuss your requirements with us…
Features like Groups and Resetting make Guides even more flexible…
Actions can be grouped so that multiple actions can be excluded in one click if they are not relevant to the particular Task, and Guides can be reset when linked to recurring Tasks like month-end processing for example – carry out the Actions, reset the Guide, and move the next action date of the Task to the end of next month.
Interested in Guides for Sage CRM?
Create professional guides within minutes
The simple, east to use browser-based editor can be picked up in minutes and Guides changed quickly and easily.
Stop mistakes and create consistency
Everyone works off the same Guide which is an interactive part of their everyday tasks.
New starters can pick-up processes quickly
Step-by-step Action driven Guides, linked into the Tasks, means users can start working on new tasks easily.