Category Archives: Sage CRM 2020 R2

How to Enable the Sort Option for Favourites in Sage CRM 2024 R1

In the rapidly advancing landscape of enterprise solutions, customer relationship management (CRM) systems are pivotal for optimizing customer interactions and data analytics. As organizations focus on operational efficiency and personalized engagement, Sage CRM remains at the forefront of this evolution. One significant enhancement is the sorting functionality for favourites which allow users to efficiently categorize… Read More »

Displaying Lead Company and Lead Person Name in Calendar List

In the dynamic and competitive business landscape, maintaining a strong relationship with customers is principal for success. Customer Relationship Management (CRM) plays a crucial role in achieving this objective by helping businesses understand, manage, and enhance their interactions with customers. Among the various components that contribute to effective CRM, communication stands out as a key… Read More »

Integrate Sage CRM with Microsoft Outlook using OAuth 2.0

Email is a fundamental communication tool in today’s business world, and it continues to play a significant role in daily operations. Sage CRM offers several email-related features and functionalities to help you manage your email communication effectively. Sage CRM can be integrated with any email system (such as Microsoft Outlook or Exchange) to help you… Read More »