Tag Archives: workflow action

Set Workflow for Quotes and Orders in Sage CRM

In Sage CRM, workflow automates business processes using a predefined set of business rules and actions. In a business, if two or more teams are working on a project and they have to see the progress of project then this can be defined with the various actions in the workflow. For e.g. Sales team have… Read More »

Enabling workflow on custom tabs

Workflows are a very important aspect of Sage CRM. Workflow helps you to automate business processes using a predefined set of business rules and actions. A workflow guides the user through a business process, checking, tracking, validating the information and triggering actions. New Stuff:  Adding Image to Summary Screen in Sage CRM As we all… Read More »

Calling Stored Procedure from Workflow Rule

Hello everyone!! By far we all know that Workflow is one of the powerful features of SageCRM. This functionality has provide us a multi usage feature to implement our basic as well as advance customization change request such as Set Colum Value, Send Email etc. Here with this blog I would like to explore one… Read More »