Tag Archives: workflow

Workflow Enhancement in Sage CRM 2023 R2

Every business have its own predefined business process which everyone follows. Workflows in Sage CRM are a powerful tool for automating, optimizing, and standardizing business processes. Efficient workflow management in Sage CRM can help organizations to improve efficiency, reduce manual tasks, ensure consistency in processes, and enhance customer service. It is a valuable tool for… Read More »

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 »

Define Multiple Service workflow process in Sage CRM

As we know Sage CRM is mostly used because it’s get customize in many ways as per the user requirements. Also in the administration section of Sage CRM there are many settings and options using that user can achieve multiple things without new customization. So in this blog we can see some tricks about workflows… Read More »

Auto – complete tasks of a closed opportunity in Sage CRM

As we all know, Sage CRM’s Communications entity has not only helped to manage communication with the Customers but also internally within the application users. Another important feature is the ability to link these communications of any type i.e. Task, Appointments, or Email to the respective Sales or Service record of the Customer. This has… Read More »

Duplicate records created while progressing Custom Entity workflow

Workflow plays a vital role in Sage CRM. Designing and implementing business process in CRM in order to let the same process flow to be followed as it was out of the system, is easily achieved in Sage CRM. Another advantage is the provision to not only create Custom entities in CRM but also apply… Read More »

Enabling and Disabling of Workflow in Sage CRM based on a Field value

We all are familiar with the JavaScript Codes or say the Client side API and its benefits to ease the customization efforts of programmers in Sage CRM. One such advantage w.r.t CRM Workflows was enabling or disabling of specific rule based on the conditions. But what if you need to disable the whole workflow on… Read More »

Enable Workflow Capability to an existing Entity

Recently we came across a requirement to enable Workflow for one of the existing custom entity that client is using. The custom entity was added into Sage CRM using Sage CRM Main entity component wizard. This is the component wizard that will help you to add new custom entities into the system. It will build… Read More »

Progress Opportunity through Dashboard

Sage CRM 7.3 is came up with a lot of valuable features which would enhance the efficiency of business users and especially in “Dashboard” area. Nowadays, reporting of a sales representative can be done with the help of “Dashboard” and having a nice informative Dashboard has become an essential thing in any application when it… Read More »