Currently viewing the tag: "Opporunity"

New Case/ Opportunity Action and Workflow Activation in Sage CRM

By On June 2, 2011

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 [...]

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Multiple Persons for a Opportunity

By On June 11, 2010

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 [...]

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Create Mass Opportunities using Groups

By On May 8, 2009

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 [...]

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Convert Lead To Opportunity through the workflow

By On May 7, 2009

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 [...]

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Activate workflows for Opportunity/Cases created through Email manager server in ACCPAC CRM.

By On August 21, 2008

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, [...]

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Create a Button to display list of Item ordered by a particular Customer.

By On August 21, 2008

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 [...]

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Create New Opportunity from Communication Screen

By On August 21, 2008

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 [...]

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Restrics Inactive Person to be selected for Communication, Opportunity and Lead.

By On July 4, 2008

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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