Tag Archives: Lead

Error in Lead Upload

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 »

Link multiple People to a Lead in Sage CRM.

Description:As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity.Now, want to add multiple persons to a lead!! Solution:We can allow the Sage CRM Users to create… Read More »

Restrics Inactive Person to be selected for Communication, Opportunity and Lead.

While creating any Communication, Opportunity and Leads, all People from SageCRM get listed even if the person is Inactive. Now, we can restrict the inactive persons from the Person Lists!!! Solution:While creating Communication, Lead, and Opportunity in CRM, those People would not be available under the list of Person field whose status is set to… Read More »

Link multiple Person to a Lead in Sage CRM.

Description:As per Sage CRM standard only one Person can be linked with the lead which gets created as a primary contact person for a company (is creating a new company) once the lead gets converted to an opportunity. Now, want to add multiple persons to a lead!! Solution:We can allow the Sage CRM Users to… Read More »