{"id":12836,"date":"2016-05-31T06:04:02","date_gmt":"2016-05-31T06:04:02","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12836"},"modified":"2016-05-31T06:04:02","modified_gmt":"2016-05-31T06:04:02","slug":"enable-pipeline-for-cases-and-opportunity-on-company-and-person-context","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/","title":{"rendered":"Enable Pipeline for Cases and Opportunity on Company and Person context"},"content":{"rendered":"

With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM.
\nClicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected Stage in the pipeline. This view is available under MY CRM, Team CRM tabs.
\nNew Stuff:\u00a0<\/em><\/strong><\/span>How to Edit Summary Report<\/a>
\nIn this blog, we are going to explain the steps to be followed to enable Pipeline for Cases and Opportunities. Below are the steps to be followed.
\n1)\u00a0Go to Administration<\/strong>->System<\/strong>->System\u00a0<\/strong>Behavior<\/b>
\n\"Administration\"<\/a>
\n2)\u00a0Click on Change <\/strong>button and select Show pipeline for Companies\/People <\/strong>as Yes <\/strong>and save.
\n\"Show<\/a>
\n3)\u00a0Under Preferences<\/strong> tab to enable Pipeline view in Opportunities and Cases select yes in Show Opportunities Pipe Line<\/strong> and Show Cases Pipe Line <\/strong>field.\u00a0Refer below screenshot.
\n\"Opportunity<\/a>
\nNow with Pipeline view user can have quick view of the current status of Opportunities and Cases based on the respective stages in CRM.
\nBelow is the screenshot of Pipeline view for Opportunities.
\n\"Opportunity<\/a>
\nBelow is the screenshot of Pipeline view for Cases.
\n\"Case<\/a>
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\nAlso Read:
\n<\/em><\/strong><\/span>1)\u00a0Pipeline failure with regional currency configurations
\n<\/a>2)\u00a0Case entity pipeline Sage CRM 2014 R2
\n<\/a>3)\u00a0Modify Pipeline Legend Order in Sage CRM
\n<\/a>4)\u00a0Floating pipeline to track Opportunity lifeline on Summary Screen
\n<\/a>5)\u00a0Set Info Message Color Based On Opportunity Stage<\/a>
\n 
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM. Clicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[40,53,83,285,287,332,336,337,338,342],"tags":[],"class_list":["post-12836","post","type-post","status-publish","format-standard","hentry","category-browser","category-cases","category-crm72","category-person","category-pipeline-sage-crm","category-sage-crm","category-sage-crm-7-1-sp2","category-sage-crm-7-2","category-sage-crm-73","category-sage-crm7-3"],"yoast_head":"\nEnable Pipeline for Cases and Opportunity on Company and Person context - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Enable Pipeline for Cases and Opportunity on Company and Person context - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM. Clicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-05-31T06:04:02+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Administration.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/\",\"name\":\"Enable Pipeline for Cases and Opportunity on Company and Person context - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Administration.jpg\",\"datePublished\":\"2016-05-31T06:04:02+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Administration.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Administration.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Enable Pipeline for Cases and Opportunity on Company and Person context\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Enable Pipeline for Cases and Opportunity on Company and Person context - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/","og_locale":"en_US","og_type":"article","og_title":"Enable Pipeline for Cases and Opportunity on Company and Person context - Sage CRM \u2013 Tips, Tricks and Components","og_description":"With the help of Pipeline view in Sage CRM we can easily view the current status of Opportunities and Cases based on the respective stages in CRM. Clicking on a section of the pipeline or on one of the stage hyperlinks underneath the pipeline drills down the Statistics panel to show statistics for the selected\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2016-05-31T06:04:02+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Administration.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/","name":"Enable Pipeline for Cases and Opportunity on Company and Person context - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Administration.jpg","datePublished":"2016-05-31T06:04:02+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Administration.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/05\/Administration.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/05\/31\/enable-pipeline-for-cases-and-opportunity-on-company-and-person-context\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Enable Pipeline for Cases and Opportunity on Company and Person context"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12836","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=12836"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/12836\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=12836"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=12836"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=12836"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}