Category Archives: Mapping

Unable to Download Data through Sage CRM Mobile Apps – Part 2

This blog is in continuation of my previously written article where I have explained you detailed steps to troubleshoot issues faced within Sage CRM mobile application. You can go through the link added below for your reference. Today I will discuss one more such issue I faced recently due to silly configuration mistake of default… Read More »

Lead to Company/Person Field Mapping

One of the fundamental necessities of Sage CRM’s Sales module is to auto – populate the details within the related entities. Fast processing of data has always been proved time efficient and effortless. We all are aware of field mapping functionality between the two entities Lead & Opportunity but, CRM also allows field mapping of… Read More »

Change Default dedupe behaviour

In Sage CRM, we have Match Rules defined for Company to restrict users from entering duplicate company records. Basically it is defined on Company Name field. Please refer below screenshot. The New Stuff: Migrate communications from Goldmine to Sage CRM Suppose we want to add another field for e.g. “Company Registration” for Company dedupe then… Read More »

Lead to Opportunity Fields Mapping

As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required.  When Lead is converted to an Opportunity, the relevant details entered at Lead level must be… Read More »