{"id":24168,"date":"2020-06-08T06:38:55","date_gmt":"2020-06-08T06:38:55","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24168"},"modified":"2020-06-08T06:38:59","modified_gmt":"2020-06-08T06:38:59","slug":"auto-complete-tasks-of-a-closed-opportunity-in-sage-crm","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/06\/08\/auto-complete-tasks-of-a-closed-opportunity-in-sage-crm\/","title":{"rendered":"Auto – complete tasks of a closed opportunity in Sage CRM"},"content":{"rendered":"\n

As we all know, Sage CRM<\/a>\u2019s 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 been of great help to track the progress of the records with ease. But when these transactional records are marked as completed in CRM, what happens with their respective Communication records? Yes, they are still under pending stage.<\/p>\n\n\n\n

New Post: <\/em><\/strong>Changing Sage CRM Default log on page for Mobile view<\/a><\/p>\n\n\n\n

Consider an example where you\nhave a Sales opportunity against a Customer. After sending the proposal to the\ncustomer, your salesperson has created a reminder task in CRM against the\nopportunity to follow up with the Customer after 2 days for the proposal sent.\nHowever, the customer gets back to you the very next day and the opportunity is\nprogressed further or even marked as completed in CRM. Now, what happens with\nthe Task (Communication)? It will still be under the Pending stage and has to\nbe manually updated by the sales representative. Isn\u2019t it a bit of\ntime-consuming?<\/p>\n\n\n\n

To avoid manual efforts, you can easily mark such kind of communication records as auto-complete along with the Opportunity record completion with the help of SQL condition on the specific opportunity workflow rule.<\/p>\n\n\n\n

Below are the steps to follow \u2013<\/p>\n\n\n\n

  1. Navigate to Administration -> Advanced Customization -> Workflow<\/strong><\/li>
  2. Open Opportunity Workflow and click on the Edit Workflow button.<\/li>
  3. Click to open Closed Rule\u2019s condition\/actions.<\/li>
  4. Click New from the Workflow Actions section and select Execute SQL Statement.<\/li>
  5. Put the SQL condition as shown in the below screenshot, save and activate the workflow.<\/li><\/ol>\n\n\n\n
    \n\"SQL<\/a>\n\n
    SQL Condition on Opportunity workflow<\/i><\/center><\/font><\/p><\/figure><\/div>\n\n\n\n

    Now, whenever your sales representative will mark an opportunity as closed; all the pending communications against it will also be auto-marked as completed.<\/p>\n\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    As we all know, Sage CRM\u2019s 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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,70,73,269,332,380,438],"tags":[565,4136,4135,4134,715,1042,1708,2414,2604],"class_list":["post-24168","post","type-post","status-publish","format-standard","hentry","category-administrator","category-communication","category-configuration","category-opportunity-sage-crm","category-sage-crm","category-sql","category-worklfow","tag-appointments","tag-auto-complete-tasks","tag-auto-complete-tasks-of-a-closed-opportunity","tag-auto-complete-tasks-of-a-closed-opportunity-in-sage-crm","tag-communications","tag-email","tag-opportunity","tag-task","tag-workflow"],"yoast_head":"\nAuto - complete tasks of a closed opportunity in Sage CRM - 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\/2020\/06\/08\/auto-complete-tasks-of-a-closed-opportunity-in-sage-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Auto - complete tasks of a closed opportunity in Sage CRM - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we all know, Sage CRM\u2019s Communications entity has not only helped to manage communication with the Customers but also internally within the application users. 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