Sage CRM – Tips, Tricks and Components

Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!

Category Archives: Worklfow

Sending an e-mail to customer Case is created

In Sage CRM, for creating the case there is standard workflow or we can create the new workflow as per our requirement also. Not only for cases, workflow can also be defined for other entities like opportunity, lead, etc. In workflow, there is one action as “Send E-mail”. This action is used to send emails… Read More: Sending an e-mail to customer Case is created »

Validation of Workflow Rule based on Date field value

For one of our clients we had a requirement where 3 days after closing opportunity a welcome letter needed to be sent out. The closure action was tracked using two fields Status (Closed) and Closed Date (Date when opportunity was closed). There was an action in workflow to send out the Welcome Letter to clients;… Read More: Validation of Workflow Rule based on Date field value »

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Sage CRM – Tips, Tricks and Components

Category Archives: Worklfow

Sending an e-mail to customer Case is created

Validation of Workflow Rule based on Date field value

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