Category Archives: Opportunity

How to Exclude Auto-Opportunities created in Sage CRM?

Sage CRM’s Opportunities is the heart of every potential sale done with the Customer. These opportunities further helps to track/maintain the Quotations and Orders raised against the Sale. However, CRM’s feature of allowing the Users to create direct Quotes or Orders in CRM is also not left unnoticed, which can help the Users to maintain… Read More »

Migrate Opportunity from Salesforce to Sage CRM

We help in migrating data from a number of Source CRM (i.e. Act!, Goldmine, SLX , Salesforce.com, Maximizer etc.) to SageCRM / SageCRM.com as a target databases at our migration center. In Salesforce.com to Sage CRM migration, we converts all existing information such as Account, Contact, Opportunities, Cases, Leads, Notes, Users, Tasks, Events and Attachments… Read More »

Display Count of your Opportunities against Company

In my previous blog, I have explained how to display Current User Name under custom tab. Here, I am going to explain how to display the count of records (say Opportunities) which are in progress and assigned to me i.e. Current Logon User against respective companies using jQuery mechanism. New Stuff: Event Management in Sage CRM… Read More »

Restrict Creating Follow Up On Opportunity Progress

In Sage CRM, On Opportunity Progress Screen we can see Create Follow Up checkbox checked which will ask user to create follow up every time user saves the opportunity progress. New Stuff: Global Search Functionality Here I will explain how to uncheck this checkbox to avoid creating follow up every time after adding opportunity progress. In standard… Read More »

Hide Opportunity Total panel

There are lot of information available in Sage CRM by default which may be useful for one customer but other customer it would be irrelevant information. For an instance, a company does not want to use Quote and Order functionality as it will be handled outside the system then, the Opportunity Total panel shown on… Read More »

Enable Workflow Capability to an existing Entity

Recently we came across a requirement to enable Workflow for one of the existing custom entity that client is using. The custom entity was added into Sage CRM using Sage CRM Main entity component wizard. This is the component wizard that will help you to add new custom entities into the system. It will build… Read More »

Set Info Message Color Based On Opportunity Stage

In one of our earlier blog we have discussed about Information and Error message feature of Sage CRM 7.2. Information and Error Message feature in Sage CRM v7.2 Now in this blog we are going to discuss the additional uses of Information Message in Sage CRM. We all know Sage CRM Pipeline shows the quick view… Read More »

Viewing My Opportunities on Interactive Dashboard

Sage CRM has an inbuilt Interactive Dashboard which is used to display Sage CRM data. Sage CRM User can view his Tasks, Opportunities through Dashboards. In this blog, we will explain how user can view his ongoing Opportunities in an Interactive Dashboard. New Stuff: How to control Email Forward and Reply Translations Below are the… Read More »

Create Simple Sage CRM report to view Opportunities generated from Outbound Call list

Sage CRM Reporting tool is an important feature of Sage CRM which is used to create simple as well as Complex reports within Sage CRM. New Stuff: What’s New – GUMU integration is now compatible with Sage 100 2016 In this blog, we will be explaining how to create simple Sage CRM report to display… Read More »

Progress Opportunity through Dashboard

Sage CRM 7.3 is came up with a lot of valuable features which would enhance the efficiency of business users and especially in “Dashboard” area. Nowadays, reporting of a sales representative can be done with the help of “Dashboard” and having a nice informative Dashboard has become an essential thing in any application when it… Read More »