Sage CRM - Tips, Tricks and Components
Currently viewing the tag: "Lead"
Sage CRM has provided an advance functionality of “Workflow” to configure the life line of an opportunity, lead or cases as per your business rule. As a part of workflow you can set stage and status of an opportunity or a case throughout its lifetime. The workflows can be created or edited by following [...]
Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working environment. For such prospects, even if Sage CRM holds the greater importance from business perspective, the web architecture of CRM can’t be [...]
Most of the developers might be aware of this but for new guys it may helpful.
While creating a new Lead; we have a screen to enter Person details where we can fill Person Name, E-mail and Phone Number etc. You might have observed that when you click on Create or Attach Person button; values [...]
If you find this useful, Please drop us a mail on crm@greytrix.com.
Have you ever been imagine displaying a notification related to number of Cases created against a person?
Solution:
If you are looking:
1. To identify how many cases registered against a person on the Person’s summary tab
2. Or willing to [...]
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 [...]
Do you have a list of Leads which you want to Import in SageCRM and also want to assign them to Various Users from CRM belonging to different Territories?
In Standard SageCRM, we can import Leads and assign them to either single Territory or Single Team. Now, using the functionality which we have designed; we [...]
Have you ever thought of creating a Lead in sage CRM for every incoming email?
Normally, when an Email is filed in CRM, a communication and a case are created, but no lead.
To achieve the same in CRM what we can do is that we can modify the default js file which will handle [...]
CRM provides the standard way of uploading leads from excel sheet. Sometimes you may face the problem with the leads not getting uploaded properly.
Thinking from all the direction you may come to the conclusion that this is the issue with the CRM, but it is not. It is related with Security rights to Microsoft [...]
Description:
As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity.Now, want to add multiple persons to a lead!!
Solution:
We can allow the Sage CRM Users [...]
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 [...]
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