Tag Archives: escalation feature

Auto update opportunity stage using escalations rules

Opportunities are a very important aspect of sales revenues in any business as they help us to track orders, sales forecast and quotations against every sale. As we know opportunity goes through various stages in Sage CRM. In this blog, we will discuss how to auto update opportunity stage from Proposal Submitted to Proposal Approved… Read More »

Enabling Escalation feature for Secondary Entities

As we know SAGE CRM provides a feature of Escalation to send important Reminders or Notifications to our valuable customer. This feature is available for the standard entities of CRM like Cases, Opportunity, etc. But the same functionality and processes can be utilized for customized entity as well. In this blog, we will be explaining… Read More »