Category Archives: Escalations

Auto update opportunity stage using escalations rules

Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM. In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved… Read More »

Send Reminder Messages based on Task & Appointment Priority in Sage CRM

There are many additional features in Sage CRM. In this blog we will be discussing on reminder emails that can be sent based on priorities. Mostly there are three type of standard priorities. High Normal Low New Stuff: Showing All Communications in Calendar List of Sage CRM 2018 R3 Every user has his own preferences set… Read More »

CRM Quick Find Service with the launch of Sage CRM 2017

Sage CRM installer installs different types of services on the CRM application server. These services are useful to run different types of mechanisms in CRM. Below are the services with their use. CRM Indexer Service: This service is useful to run the Keyword search functionality in CRM. It creates index in all the database records… Read More »

Enabling Escalation feature for Secondary Entities

As we know SAGE CRM provides a feature of Escalation to send important Reminders or Notifications to our valuable customer. This feature is available for the standard entities of CRM like Cases, Opportunity, etc. But the same functionality and processes can be utilized for customized entity as well. In this blog, we will be explaining… Read More »

Use Escalation Rules for Birthday and Anniversary wishes

Hello everyone!! As we all know, Sage CRM comes with a powerful tool which allow system to notify users in form of Escalation emails. The Escalation feature is best utilized in Case management module of CRM wherein on breaching the SLA reminder emails goes out of system. In our recent implementation, we have extended this… Read More »