> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/sage-crm-add-ons/crm-resource-planner/installation-+-setup.md).

# Installation + Setup

#### Subscribing to the Sage CRM Connector

#### Configuring Sage CRM in Bportaly

#### Creating Custom Actions and Capabilities

#### Creating a Capability

#### Adding Capabilities to the Sage CRM Agent

#### Important Configuration Guidelines

#### Configuration Checklist

#### Sage CRM Side Configuration