In the dynamic and competitive business landscape, maintaining a strong relationship with customers is principal for success. Customer Relationship Management (CRM) plays a crucial role in achieving this objective by helping businesses understand, manage, and enhance their interactions with customers. Among the various components that contribute to effective CRM, communication stands out as a key… Read More »
Calendar is one of the most effective features available in Sage CRM. In the Calendar tab within My CRM, it allows us to create communications as well as to view Communications created for another user in a more easy and responsive manner. In the calendar tab, you can view the Appointment or Task on daily,… Read More »
Communication is an essential part of every business to maintain a good relationship with customers. Sage CRM provides Calendar functionality which is a powerful tool for keeping on top of customer relationships and closing deals. It helped to manage all communication-related activities with the help of appointments, tasks, etc. You can relate these appointments/tasks to… Read More »
Calendar is one of the effective and main feature available in Sage CRM. In the latest versions of CRM many new functionalities have been added. You can refer earlier blogs for calendar functionalities in Sage CRM. In this blog, we will be explaining how to change the default status of communications while loading the calendar… Read More »
Hi Readers! In this blog, we are going to explain the Sage CRM Calendar List functionality. As we all know nowadays users mostly use the calendar to check their appointment meeting etc. according to today’s enhancements in business, CRM also bringing new features and Calendar List is one of that. In this blog, we are… Read More »
We all are aware of a new feature “Calendar List” tab introduced in Sage CRM 2018 R3, which allow us to use Standard Calendar information in more easy and responsive manner. It allows sorting of data of the following fields: Attachment, Person, Company, Subject, Detail, Status, Type, Action and Date / Time in ascending or… Read More »