1. Sage CRM Training Alva TechnologiesLimited
Venue:Just Food Ltd. Head Office Ilupeju,Lagos
Date: April 8, 2016
Time: 10:00am – 4:00pm
Agenda
10:00am - 10: 02am Welcome and Opening Vic Onyemelukwe – Alva Technologies Ltd.
10:03am – 11:00am Introduction to Sage CRM / Navigating around Sage CRM
Login on, Change of password, review of Sage CRM menu functions
Working with My Dashboard view, Customer, Lead, Case, Reports,
Quote, Order, Search, Advance search, etc.
11:00am – 12:00pm How to enter Customer Information
How to enter lead details
Sage CRM Refresher Training
Introduction Precious Ogbonna – Alva Technologies Ltd
MarketingTrack Precious Ogbonna – Alva Technologies Ltd

2. Sage CRM Training Alva TechnologiesLimited
12:00pm – 12:15pm Break
12:15pm – 1:45pm How to create simple Quote and add line items
How to give discount on line items and add VAT on a line item using the
Add Line item free text.
How to print a Quote, enter a simple Order and add line items to an
order.
How to enter communication information after contacting a customer -
using communication feature or notes feature.
1:45pm – 2:15pm How to enter a New Case using the Case management function.
How to perform a Search and Advanced Search.
2:15pm – 2:30pm Break
2:30pm – 3:30pm Overview of Sage CRM Reporting
How to run a basic Report
3:30pm – 4:00pm How to schedule a calendar
How to view team calendar or another person calendar
Sales Track Deep Dive Precious Ogbonna – Alva Technologies Ltd
Sage CRM Training
Customer ServiceTrack Precious Ogbonna – Alva Technologies Ltd
Reporting Precious Ogbonna – Alva Technologies Ltd
Calendar& Activities Precious Ogbonna – Alva Technologies Ltd