In Sage CRM, there are a wide range of different functionalities available. One of the most useful feature in Sage CRM is Escalation Rules. By using the Escalation rule you can perform numerous actions within Sage CRM such as displaying On screen notifications for users, send emails to customers, set certain column value, reset column… Read More: Display On screen notification to Team rather than specific User »
Sage CRM Interactive Dashboard is on of the great feature. Where in you can see all data on same page. But creating Dashboard is very time consuming process. To overcome this we can Clone Interactive Dashboard feature of Sage CRM. In this blog we are going to explain you how to create the Interactive Dashboard… Read More: Cloning Interactive Dashboard »
What is more important for successful business? Good resources, big premises, cafeteria, assembly areas :). Yes, these all are necessary but one thing which makes the difference is the hierarchical organization structure. In CRM we have provision to create users and specify the profiles for them. Along with this we also have field named Forecasting… Read More: Forecasting – Reports to field in CRM »
Escalations for the betterment of services are the need of today’s business. Along with this Mail communications and notifications to customer are also important, but by whose name they should be conveyed? Simple answer is by Administrator, however small organizations always try and maintain the communications at Team level where Team leader is responsible for… Read More: Easy way of identifying Team Leader in CRM »
