Tag Archives: workflow action

Workflow Enhancement in Sage CRM 2023 R2

Every business have its own predefined business process which everyone follows. Workflows in Sage CRM are a powerful tool for automating, optimizing, and standardizing business processes. Efficient workflow management in Sage CRM can help organizations to improve efficiency, reduce manual tasks, ensure consistency in processes, and enhance customer service. It is a valuable tool for… Read More »

Set Workflow for Quotes and Orders in Sage CRM

In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have… Read More »

Enabling workflow on custom tabs

Workflows are a very important aspect of Sage CRM. Workflow helps you to automate business processes using a predefined set of business rules and actions. A workflow guides the user through a business process, checking, tracking, validating the information and triggering actions. New Stuff:  Adding Image to Summary Screen in Sage CRM As we all… Read More »

Calling Stored Procedure from Workflow Rule

Hello everyone!! By far we all know that Workflow is one of the powerful features of SageCRM. This functionality has provide us a multi usage feature to implement our basic as well as advance customization change request such as Set Colum Value, Send Email etc. Here with this blog I would like to explore one… Read More »