Hi Guys, you all know that the default Interactive Dashboard has a separate section to watch the videos and help you get started with using Sage CRM. We have CRM setup in our organization for Project and Timesheet management so it becomes very difficult and time consuming process to train the new joinees on how… Read More: Training videos on Interactive Dashboard »
As per the basic principal of sales we try and convert all the Leads to Opportunities. The basic agenda of the system is the faster processing hence the most important thing is data must be populated automatically wherever required. When Lead is converted to an Opportunity, the relevant details entered at Lead level must be… Read More: Lead to Opportunity Fields Mapping »
As a practice we always right click on the buttons in Main Menu and go to required item. For e.g if we want to find a customer, we can right click on Find button and select Customer. Now suppose we are implementing CRM for call center where every click is the cost. We can avoid… Read More: Change the way Sub-Menus pop out in SageCRM »
Hello readers! How many of you find the coaching texts on CRM screens helpful? Most of the people disable these or remove them from the screen. Well, can this area be customized in order to make it more interesting? For e.g. In my organization login page for all the users is set to Calendar and… Read More: Interactive Coaching Text »
Hi folks! In this article I will be explaining how you can link your website address with your CRM Main Menu. Consider adding a button in SageCRM which navigates to the company website. This can be done with no customization at all. Here is how.1.Login to CRM.2.Go to Administration |Systems |System Behavior 3.Click on Change… Read More: HOME PAGE URL »
As of now we all are aware that Sage CRM provides every possible way in managing the details related to customer. But what if we need these details to be updated on frequent basis ; do we need to perform it manually? Sage CRM comes with a functionality which performs this task with an ease.… Read More: Refresh My CRM Buckets Automatically »
As we all know Sage CRM provides us with a customized way to keep record of the issues or say cases assigned to a user. But what if this cases are remained untouched! Does your CRM help? No! That is where the Service level agreements (SLA) come in. SLA provides us with the functionality to… Read More: More Levels of Escalation »
In big organizations you do not want your users to roam around in CRM to search for information hence you implement the dashboards for faster access to data. Using Interactive Dashboards it is also possible to have Main menu buttons on the dashboard itself so that they don’t have to right click on options in… Read More: Main Menu Items Gadget On Interactive Dashboard »
For major primary entities in Sage CRM such as Cases, Solutions, Opportunities, Leads, Campaigns, Companies, People we can create workflow in SageCRM. Workflow is the way of schematically progressing the work on any entity. In this blog, I will explain how we can disable the entire Workflow itself for any entity. Follow the below steps… Read More: Disabling Workflow for an Entity »
In Sage CRM, Users can use an excellent feature of “Mail Merge”, which is used to print Customer Details, Sales Order Details etc. In our previous blog, we explained how “Mail Merge can be done in Sage CRM“. However, there was no way to print current date on the Template. Well, it can be done… Read More: Print Current Date on Mail Merge Document in Sage CRM »
