Tag Archives: Lead

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 »

Display Image to notify number of Cases/Opportunities/Leads against Person/Company

If you find this useful, Please drop us a mail on crm@greytrix.com. Have you ever been imagine displaying a notification related to number of Cases created against a person? Solution: If you are looking:1. To identify how many cases registered against a person on the Person’s summary tab2. Or willing to show count of cases… Read More »