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Sage CRM: Creating and Using Teams
Автор: Sage Customer Support and Training
Загружено: 2026-01-30
Просмотров: 24
Описание:
In this lesson, we explain how System Administrators can design and use Teams in Sage CRM to support real business processes. You will learn how teams are used to control record visibility, drive workflow, and manage task assignment using broker rules such as Round Robin and Queue. The session brings these concepts together using practical sales process examples, helping you understand how teams, workflow, and security profiles work together to route work efficiently through your organisation.
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