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Configuring workflow and If required make changes to the ready-to-use workflows. Editing a workflow Create a new workflow and add states and rules. Sage CRM 2017 R1 Implementation Workbook Revision IMP-MAN-ENG-2017R1-1. 0 Updated December 2016 2016 The Sage Group plc or its licensors. Setting up price lists Create UOM families. Setting up units of measure families Create UOMs within the UOM families. Configuring Lite Outlook Integration Synchronize Exchange and Sage CRM. Synchronizing...
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What is sage crm implementation workbook?
Sage CRM implementation workbook is a detailed document outlining the steps and process involved in implementing the Sage CRM software.
Who is required to file sage crm implementation workbook?
The IT team, project managers, and other stakeholders involved in the implementation of the Sage CRM software are required to fill out the implementation workbook.
How to fill out sage crm implementation workbook?
To fill out the Sage CRM implementation workbook, start by gathering all relevant information and follow the detailed instructions provided in the workbook.
What is the purpose of sage crm implementation workbook?
The purpose of the Sage CRM implementation workbook is to ensure a smooth and successful implementation process by guiding users through the necessary steps and requirements.
What information must be reported on sage crm implementation workbook?
The Sage CRM implementation workbook may require information such as project timeline, budget, resource allocation, customization requirements, training needs, and risk assessment.
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