Sage CRM – Tips, Tricks and Components
In Sage CRM, we can handle Sales and Service business flow very efficiently. To manage sales in CRM we use Leads and Opportunities whereas for managing services we use cases. To deal with the cases and opportunities flow; CRM has provided feature of workflow and that’s get activated in CRM automatically once Case/ Opportunity gets… Read More »
The standard SageCRM allows a user to link an opportunity with a single Person. But there could be a scenario where an opportunity can be linked to more than one person. It’s pretty simple. Here is how you can do it. • Create a multi-select field in the opportunity to store the persons related to… Read More »
Using Groups functionality in CRM you can create, modify and save lists of people, companies, leads, opportunities and cases. Few words regarding Groups: 1. Groups are generated based on views and can be used similar to standard CRM reports. 2. Groups can be created for all the primary entities in CRM. 3. In the Group… Read More »
You know that the CRM has provided the standard button on Lead Summary Screen to convert any lead to opportunity. Suppose you want to quickly create an opportunity from Lead using the lead details and you want to include this action in workflow. Well,that is quite feasible with some out of box customization that we… Read More »
Need to keep track of incoming mails? Want to sort them with reference to cases?Solution:Now it is possible with in Sage CRM. We have the tool which will track the subject line for any incoming mail in outlook and find the reference case for this email. If the case does not exist, then it will… Read More »
Need to segregate the items ordered based on Customers? Solution:In Sage CRM User will see a button called “Previous Item Ordered” where on the click of the button a popup screen will be displayed and on that screen he could see all the items that are ordered for a particular Customer on the Order Entry… Read More »
Need an easy access to Opportunity from Communication screen? Want to create new Opportunity based on scheduled Communications? Solution: Now it is available in Sage CRM to create new Opportunity from Communication Screen. We have the solution which adds a new button named “New Opportunity” to Communication Screen. It helps the user to create new… Read More »
While creating any Communication, Opportunity and Leads, all People from SageCRM get listed even if the person is Inactive. Now, we can restrict the inactive persons from the Person Lists!!! Solution:While creating Communication, Lead, and Opportunity in CRM, those People would not be available under the list of Person field whose status is set to… Read More »