Sage CRM has provided an advance functionality of “Workflow” to configure the life line of an opportunity, lead or cases as per your business rule. As a part of workflow you can set stage and status of an opportunity or a case throughout its lifetime. The workflows can be created or edited by following the… Read More: Progress Externally Imported leads in Customized Workflow »
Do you have a list of Leads which you want to Import in SageCRM and also want to assign them to Various Users from CRM belonging to different Territories? In Standard SageCRM, we can import Leads and assign them to either single Territory or Single Team. Now, using the functionality which we have designed; we… Read More: Lead Import – Assign Leads to Various Users from Various… »
CRM provides the standard way of uploading leads from excel sheet. Sometimes you may face the problem with the leads not getting uploaded properly. Thinking from all the direction you may come to the conclusion that this is the issue with the CRM, but it is not. It is related with Security rights to Microsoft… Read More: Error in Lead Upload »
