Category Archives: Sage CRM 7.2

Sales Funnel on Dashboard Sage CRM 7.2

Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More »

Installing Outlook integration with SageCRM 7.2

This is in continuation with the chain blog we are posting on SageCRM Outlook integration. In previous blog we discussed the limitations to file number of email at one go. Refer the link added below. In this blog I will explain how to install and verify the Outlook Integration with SageCRM 7.2. Also Read – Outlook integration – Limit… Read More »

Sage CRM 7.2 Facebook Component

Being social is a must in today’s world; no matter if it’s an individual or organization. Any means which let you connect to larger set of audience is good for the growing business. Over the recent years sites like Facebook, Twitter have served the purpose well. Considering this, new version of SageCRM 7.2 has also… Read More »

Email Screen in Sage CRM 7.2

In our earlier post, we have discussed about “Notification feature in Sage CRM V7.2”. Here are some of the other changes that I have seen in the Sage CRM 7.2 version. Until Sage CRM v7.1, email screen used to get open in 3 different formats. i.e, Split : If this option is selected, email window will… Read More »