Additional Emails Notifications in Sage CRM v7.3

By | June 30, 2017

Sage CRM has in built Escalation feature to get Real Time on screen notifications or updates on their Business. It also helps to notify about certain activities like Quote Expiration, New Opportunity etc. In this blog, we will explaining new Notification Rules that are introduced in Sage CRM v7.3.

New Stuff: No Delete option for column

The new rules can allow user to enable alerts as below.

  1. A notification to the sales manager when an opportunity stage remains the same for 1 week, specifically when an opportunity stage remains at “Proposal Submitted” or “Negotiating” for more than 7 days.
  2. An email alert to the Sales Manager if a sales rep applies a discount that’s too large.

And a range of other alerts to keep users on top of their business performance.

Kindly note it is not anticipated that the 13 new escalation rules added to the system will cause any conflicts. These can be found under the Advanced Customization > Escalation rules area.

Escalation rules

Escalation rules

Few Example rules include

  1. The rule “MailChimp list upload message” which uses the table marketing message which is new to Sage CRM 7.3.
  2. The rule “Lost Opportunities” which uses the existing view vNotification Opportunity.

Make sure that you reference the resources provided that will help you investigate the new workflow rules.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

For more information on our integration solutions, please contact us at We will be glad to assist you.