Sage CRM – Tips, Tricks and Components
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
Follow us on LinkedIn Follow us on Twitter Follow us on Facebook Follow us on YouTube
Skip to content
  • Home

Tag Archives: Workflowquotes

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 »

Category: Administrator Business Email Cases Codeless Communication Company Configuration Custom Entity Customer Customization Email Enhancements Entity Lead Main Menu New Feature Notifications Opportunity Order Orders Process Rule Sage CRM Sage CRM 2018 Sage CRM 2019 R1 Sage CRM 2019 R1 Sage CRM 2021 R2 Script Visibility Worklfow Tags: business rules and actions, primary rule, rules and actions, Set Workflow for Quotes and Orders, Set Workflow for Quotes and Orders in Sage CRM, workflow, workflow action, workflow actions, workflow and escalation, Workflow button, Workflow for Quotes and Orders, WorkFlowInstance, Workfloworders, Workflowquotes

Greytrix Website and Blogs

  • Greytrix
  • GUMU™ Cloud
  • Greytrix Africa
  • Greytrix Australia
  • Sage X3 – Tips, Tricks and Components
  • Sage 100 & 500 ERP Tips and Tricks
  • Sage 300 – Tips, Tricks and Components
  • Salesforce.com Tips and Tricks by Greytrix
  • Sage Business Cloud – Tips, Tricks and Components
sage crm integration

Recent Posts

  • Edit File without installing plugin in Sage CRM 2023 R1
  • Enhanced Email Import in Sage CRM 2023 R1
  • Narrative Summary for Company in Sage CRM 2023 R1
  • Integrate Sage CRM with Microsoft Office 365 Part using OAuth2.0
  • Sage CRM: Troubleshooting New E-mail issue

Archives

Awards

Greytrix Top ISV Partner
Greytrix Revenue Growth Enterprise Business
Greytrix Africa Highest Revenue
Greytrix Prtner of the Year
Greytrix Partner Award
Copyright 2023
Sage CRM – Tips, Tricks and Components
Iconic One Theme | Powered by Wordpress