Sage CRM: Creating and Using User Templates
Автор: Sage Customer Support and Training
Загружено: 2026-01-30
Просмотров: 48
Описание: In this short training session, we explain what User Templates are in Sage CRM, why they matter, and how they are used to simplify and standardise user setup. You will see how templates support both manual user creation and user imports, helping administrators save time, reduce errors, and maintain consistent security and configuration across the system.
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