Sage CRM Customer Portal is an amazing customer relationship management (CRM) software that helps businesses manage their customer relationships. In this article, we will show you how to login to Sage CRM Customer Portal.
How to login to the Sage CRM Customer Portal
If you are new to the Sage CRM Customer Portal, you may need to create an account first. Once you have logged in, the following instructions will help you to use the portal.
To log in to the Sage CRM Customer Portal, follow these steps:
1. Go to sage.com and sign in.
2. In the top right corner of your screen, click on the “Sage CRM” logo. The Sage CRM Customer Portal will open.
3. On the left-hand side of the screen, under “My Profile”, click on “Login”.
4. Enter your username and password in the fields provided and click on the “Log In” button. If you have forgotten your password, click on the “Forgot Your Password?” link and enter your username and email address. They will send you a link to reset your password after we have collected some additional information from you.
How to manage your account
If you are a customer of Sage CRM, you are probably familiar with the customer portal. This is a central place where you can manage your account, view your data, and contact customer support. In this article, we will show you how to login to the customer portal and get started.
How to export data
If you want to export your Sage CRM customer data into a different format, such as a CSV file, there are a few different ways to do this. The following steps will show you how to export your customer data into a CSV file:
1. Log in to your Sage CRM account.
2. Click on the Customers tab on the left-hand side of the screen.
3. Select the customer that you want to export data for from the list of customers on the right-hand side of the screen.
4. Click on the Export button next to the customer's name.
5. On the Export Customer Data page, select the format that you want your CSV file to be in (CSV, Excel, or XML).
6. Click on the Export button to begin exporting your data.
How to create a new customer
If you are looking to create a new customer or manage your current ones, the Sage CRM Customer Portal is the perfect place to start. Here you can find all the information you need to get started, as well as how to login and access your account.
How to create a new order
If you don't have an account yet, create one now. When you create your account, you will be able to login and fill out your first order.
1. Log in to the Sage Crm Customer Portal. If you don't have an account yet, create one now.
2. Click on "My Orders" in the navigation bar.
3. In the "My Orders" section, click on "New Order".
4. On the "New Order" screen, enter the following information: Order ID: ____________
5. Click on "Next".
6. On the "Payment Method" screen, select the payment method that you would like to use for this order: Credit Card or Bank Account.
7. Click on "Next".
8. On the "Customer Information" screen, enter the following information: Name: _______________________________
9. Click on "Next".
10. On the "Ship To Address" screen, enter the address of your customer(s). You can also specify a postal code if necessary (note that Sage does not deliver to PO boxes).
11. Click on "Next".
12. On the "Billing Information
How to update customer information
In order to update your customer's information in Sage CRM, you will need their account number and email address.
To update customer information in Sage CRM, follow these steps:
1) Log into your Sage CRM account.
2) Select Customers from the navigation bar.
3) In the Customer section of the panel, select an individual customer from the list.
4) On the Edit Customer page, enter the account number and email address of the customer you wish to update, and then click Save.
How to delete an order
If you need to delete an order that you have placed with Sage CRM, please follow these steps:
1. Log in to your Sage CRM account.
2. Click on the Orders tab at the top of the page.
3. Select the order you want to delete from the list of orders.
4. On the Order Details page, click on the Delete button next to the order number.
5. Confirm your deletion by clicking on the Delete button again.
How to add/remove products from an order
Adding products to an order is simple, just follow these steps:
1. Navigate to the Orders tab on the Crm Customer Portal.
2. Click on the order you want to add products to.
3. Click on the Product + Add link in the top left corner of the page.
4. Type in the product code or name of the product you want to add and click on the Add button.
5. Repeat this process for any additional products you would like to add to your order.
6. Once all products are added, click on the Save Changes button at the bottom of the page.
Removing products from an order is just as easy:
1. Navigate to the Orders tab on the Crm Customer Portal.
2. Click on the order you want to remove products from.
3. Click on the Product - Remove link in the top left corner of the page.
4. Type in the product code or name of the product you want to remove and click on the Remove button.
How to add/remove customers from a team
The sage CRM Customer Portal lets you manage your customers and teams from one central location. To add or remove a customer from a team, follow these steps:
1. Navigate to the Customers tab in the Customer Portal.
2. Click on the team that you want to manage.
3. On the left side of the screen, click on Manage Team Members.
4. On the right side of the screen, click on Add/Remove Customer from Team.
5. Enter the customer’s email address and click on Add。
How to add/remove accounts
If you have not already done so, create an account on the sage CRM customer portal. To add an account:
1. Go to the customer portal and sign in.
2. Click Accounts in the top navigation bar.
3. Click Add Account.
4. Fill out the form and click Next.
5. Enter your user name and password and click Next.
6. Select a role for your new account, if desired, and click Next.
7. Review the information you have entered and click Create Account.
If everything looks correct, click Finish to complete the process.
To remove an account:
1. Go to the customer portal and sign in.
2. Click Accounts in the top navigation bar.
3. Click the account you want to delete and then click Remove Account.
4. Confirm your decision and click OK to remove the account from sage CRM
How to bulk
Login to your Sage CRM customer portal with the bulk login feature.
You can use the bulk login feature to login to your customer portal with a large number of user credentials in one go.
To use the bulk login feature, first create a new Login Form in your customer portal. You can then add all of the user credentials you want to log in with, and fill in the form fields. Once you have added all of your credentials, click the Bulk Login button on the form. Sage CRM will automatically generate a login cookie for you, and will start logging you in to your customer portal.