Tag Archives: meeting

Create Communications (Appointments/Task) on Sage CRM Mobile Apps

As we all know that we can access Sage CRM through mobile using an external URL. However, in Sage CRM desktop application you can distinguish two types of communication (Appointment and Task) using New Task or New Appointment buttons.  But in the mobile application, there is only one button to create i.e. via New Communication.… Read More »

Provision to review MOM details right from the Dashboard

We’ve all heard the saying “Time is Money.”  This is especially true for Sales and Marketing people where they have constantly been asked to do more in less time. Sage CRM has provided many effective time management features right from the Mass update of data to Bulk Email. New Stuff: Company Notes Tab in Sage CRM Keeping… Read More »