{"id":9024,"date":"2014-10-24T10:34:50","date_gmt":"2014-10-24T10:34:50","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9024"},"modified":"2014-10-24T10:34:50","modified_gmt":"2014-10-24T10:34:50","slug":"workflow-in-sage-crm-2014-r2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/","title":{"rendered":"WORKFLOW IN SAGE CRM 2014 R2"},"content":{"rendered":"

The day when it was announced that CRM is available on cloud (i.e. Sage CRM 2014 R2<\/strong>); the curiosity and thirst of knowing new features as well as the look and feel of available features have been in lot of demand, among the partners. Keeping this in mind, I decided to share a post about one of the powerful feature which CRM have and which makes it much more prominent i.e. Workflow.<\/strong>
\nNew Stuff:<\/strong> <\/em><\/span>Profile Pictures for users on Sage CRM Dot Com<\/a>
\nWorkflow, a most efficient tool of CRM helps to progress the work in most systematic way. It also helps in getting the track record of who is updating what which makes it the best selling point of Sage CRM.
\nWe can define various Rules for systematically updating data for the entities through workflow.
\nWorkflow feature has been retained in \u201cSage CRM 2014 R2<\/strong>\u201d. I will give a short walkthrough of how workflow is maintained on Cloud CRM.
\n1. On logging a new case in Cloud CRM (Here I am referring \u2018Case\u2019 entity<\/em>). Workflow actions are made available on top-right corner of screen under \u2018Actions\u2019<\/strong> drop down list.
\n\"Img2\"<\/a>
\n2. Click on any action say, \u201cQueue<\/strong>\u201d action.
\n3. Below Progress Screen appears where user can capture tracking details too.
\n\"Img3\"<\/a>
\n4. On Click of \u2018Save\u2019 button, Case summary screen is displayed where the stage is set to \u201cQueued<\/strong>\u201d. And a new set of actions are made available.
\n\"Img4\"<\/a>
\nAlso Read:<\/strong><\/em><\/span>
\n1) Favorite data on your fingertips \u2013 Sage CRM 2014 R2<\/a>
\n2) Sage CRM builder \u2013 Future of Sage CRM Cloud<\/a>
\n3) How to Migrate your data from Sage CRM Cloud to on premises Sage CRM<\/a>
\n4) Difference of Sage CRM Editions<\/a>
\n5) Integrating Sage CRM with office 365 using Stunnel<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The day when it was announced that CRM is available on cloud (i.e. Sage CRM 2014 R2); the curiosity and thirst of knowing new features as well as the look and feel of available features have been in lot of demand, among the partners. Keeping this in mind, I decided to share a post about\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":[63,81,332,351,1,438],"tags":[693,802,2231,2604],"class_list":["post-9024","post","type-post","status-publish","format-standard","hentry","category-cloud-crm","category-crm-dot-com","category-sage-crm","category-screen-sage-crm","category-uncategorized","category-worklfow","tag-cloud-crm","tag-crm-dot-com","tag-screen","tag-workflow"],"yoast_head":"\nWORKFLOW IN SAGE CRM 2014 R2 - 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\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"WORKFLOW IN SAGE CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The day when it was announced that CRM is available on cloud (i.e. Sage CRM 2014 R2); the curiosity and thirst of knowing new features as well as the look and feel of available features have been in lot of demand, among the partners. Keeping this in mind, I decided to share a post about\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-10-24T10:34:50+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Img22.png\" \/>\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=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/\",\"name\":\"WORKFLOW IN SAGE CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Img22.png\",\"datePublished\":\"2014-10-24T10:34:50+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Img22.png\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Img22.png\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"WORKFLOW IN SAGE CRM 2014 R2\"}]},{\"@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":"WORKFLOW IN SAGE CRM 2014 R2 - 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\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/","og_locale":"en_US","og_type":"article","og_title":"WORKFLOW IN SAGE CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components","og_description":"The day when it was announced that CRM is available on cloud (i.e. Sage CRM 2014 R2); the curiosity and thirst of knowing new features as well as the look and feel of available features have been in lot of demand, among the partners. Keeping this in mind, I decided to share a post about\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2014-10-24T10:34:50+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Img22.png","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/","name":"WORKFLOW IN SAGE CRM 2014 R2 - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Img22.png","datePublished":"2014-10-24T10:34:50+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Img22.png","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/10\/Img22.png"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/10\/24\/workflow-in-sage-crm-2014-r2\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"WORKFLOW IN SAGE CRM 2014 R2"}]},{"@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\/9024","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=9024"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/9024\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=9024"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=9024"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=9024"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}