Summary of sales on Dashboards makes it very useful for Sales managers to analyze their sales pipeline. Sales funnel is one of the ways of tracking bottom line and top line forecast to efficiently handle day to day sales activities. Considering this there are two more chart types defined in Sage CRM 7.2 under Reporting section… Read More: Sales Funnel on Dashboard Sage CRM 7.2 »
We all know the standard functionality of Quote Cloning of Sage CRM in which quote gets copied within same opportunity. However there are some limitations here. In standard functionality we cannot copy quotes across companies. Recently, we came across a requirement from one of our client whose requirement was to Copy Existing Quote from Source… Read More: Copying Opportunity and Quotes »
Modern business era requires involvement of lots of calculations with annual financial statements as well as the resources to outcome values over some predefined periods in year. This is where Fiscal year comes into picture and reporting based on fiscal year periods is one of the best ways to understand the business. In this post… Read More: Use Fiscal Year Date periods for Reporting purpose in CRM »
Are you searching for a relationship at opportunity level here is the solution for you. Under a company there are number of Persons and a CRM user cannot see the other person’s opportunity. Ideally each user has to see a person’s opportunities and corresponding opportunities of the persons who is under him. To achieve this… Read More: Displaying Relationship in Opportunity »
Do you have duplicate Opportunities in SageCRM and now do you want to resolve this data quandary? You might have used Merge Company or Merge Person functionality which is available with standard SageCRM. We can provide the same functionality with Opportunity where we can merge one opportunity with another. This target opportunity will be from… Read More: Merge Opportunity »
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 tab 2. Or willing to show count… Read More: Display Image to notify number of Cases/Opportunities/Leads against Person/Company »
