Category Archives: Lead

Modify Consent Response URL in Sage CRM

A business needs to send Marketing emails to client to grow their commercial. Some of them need to store the consent received from client whether they are interested in receiving such marketing emails or not. Need of storing consent is required based on the privacy laws of your region. With the release of Sage CRM… Read More »

Sage CRM CTI Framework Is Compatible With Sage CRM 2020

In the year 2020, Sage has come up with the latest release of Sage CRM (2020R1 and 2020R2). This updated version comes up with additional features and compatibilities. Also, most of the minor bugs related to custom entities are being resolved with this updated version. CTI framework will manage the existing Sage CRM environment to allow for… Read More »

Detect Duplicate Emails in Sage CRM

Sage CRM’s communications module has helped to manage all the business activities from and within CRM. The flexibility of integrating CRM with Outlook, Exchange server, Office 365, Classic Outlook etc. has increased the beauty of handling communication activities along with the customer management within a single system. People working with CRM can easily manage their… Read More »

Avoid Duplicate Record Creation in Sage CRM Version 2020R1

As we know every new version of Sage CRM is coming with many features which makes our business process trouble free. In Sage CRM we can add multiple records for all entities in which contact information of customer is added. Lead entity is mostly use to add new leads records, which is very important for… Read More »

SAGE CRM 2018 R2: Consents in Sage CRM

With the release of Sage CRM 2018 R2, a new feature was also introduced by Sage CRM i.e. Consent. Sage CRM 2018 R2 has allowed to demonstrate readiness for key global and local legislation surrounding people data, including the GDPR with the help of Consent. In Sage CRM, Consents can be created against the Person… Read More »

Set Custom Lead Workflow while using Web to Lead

We all know that SAGE CRM allows us to create web forms for collecting Lead Information. The enquiries captured from web portal are then available in CRM, thereby enabling the standard workflow automatically. But what if you want to set customized workflow rather than standard one? Does it gets set by default? New Stuff: How to… Read More »

Automatic Closure of Dormant Leads

We may want to have Leads that has not been attended for 6 months, to be automatically marked as ‘Closed‘. The easiest way to do this, is to schedule a Job in SQL. New Stuff: Add Calendar Gadget in an Interactive Dashboard in Sage CRM One can easily check leads which are 6 months older in… Read More »

Unexpected event on converting Lead to Opportunity in Sage CRM 7.3

With the latest release of Sage CRM 7.3, Sage has introduced many valuable features which has proved very beneficial for every business sector. However, while working on Sage CRM 7.3 version we encountered an issue during lead to opportunity conversion process.  New Stuff:  Wrapper error in Sage CRM – Part 2 As we all are aware… Read More »

Capture your target audience effectively

When it comes to sale of any product, capturing target audience plays a vital role in the business. There are different ways like email blast, advertising, telemarketing etc. which are widely used medias to capture audience for the business. For every organization, their website is the strong portfolio imitating the expertise of domain they work.… Read More »