Tag Archives: Lead

Automatic Closure of Dormant Leads

We may want to have Leads that has not been attended for 6 months, to be automatically marked as ‘Closed‘. The easiest way to do this, is to schedule a Job in SQL. New Stuff: Add Calendar Gadget in an Interactive Dashboard in Sage CRM One can easily check leads which are 6 months older in… Read More »

Unexpected event on converting Lead to Opportunity in Sage CRM 7.3

With the latest release of Sage CRM 7.3, Sage has introduced many valuable features which has proved very beneficial for every business sector. However, while working on Sage CRM 7.3 version we encountered an issue during lead to opportunity conversion process.  New Stuff:  Wrapper error in Sage CRM – Part 2 As we all are aware… Read More »

Adding Documents Tab to Leads in Sage CRM 2014 R2

In Cloud Sage CRM 2014 R2, ‘upload documents’ and ‘mail merge’ functionalities are available in core entities such as Company, People and Opportunity. However, Leads entity does not have Documents tab which is a useful feature for Sales and Marketing People. Lots of customers do a lot of customizations for this feature whereas this feature… Read More »

Lead De-duplication nice to have feature in Sage CRM 7.3

Yes, you heard it right!!! Now, with the upcoming version Sage CRM 7.3v sage will be coming up with de-duplication feature at Lead level which was earlier restricted to Company and Person entities only. New Stuff: Expect smarter Email Marketing in Sage CRM 7.3 with MailChimp integration In our recent experiences across the retail businesses we… Read More »

Document Management against Lead Entity

Documents are integral part for any business. During any business process lots of documents are being shared between the parties. These documents may be the physical documents or electronic documents. As technology is evolving, electronic documents are mostly preferred as they are easy to store, manage and can be accessed anywhere any time. New Stuff:… Read More »

Lead to Opportunity Fields Mapping

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 »

Data Import Routines

Though CRM systems are capable of maintaining and managing Business related data thoroughly over the web, most of the business structures still won’t allow the data entries to be done in actual working environment. For such prospects, even if Sage CRM holds the greater importance from business perspective, the web architecture of CRM can’t be… Read More »