lead in sage crm Archives - Sage CRM – Tips, Tricks and Components

Sage CRM Dashboard to Show Leads Generated by Source

Sage CRM Dashboard gives a 360-degree view of the data. Sage CRM Users can view data, Report Charts, and can drill down the particular records from Dashboard itself. Dashboards are easy to manage, edit or customize as per your need. Sage CRM has amazing features to create different types of dashboards as per requirements. New… Read More »

Creating a Lead in Sage CRM for an Incoming Email

Have you ever thought of creating a Lead in sage CRM for every incoming email? Normally, when an Email is filed in CRM, only a communication and a case are created, no lead. To achieve the same in CRM what we can do is that we can modify the default js file which will handle the… Read More »