{"id":9669,"date":"2015-02-06T07:10:38","date_gmt":"2015-02-06T07:10:38","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=9669"},"modified":"2015-02-06T07:10:38","modified_gmt":"2015-02-06T07:10:38","slug":"default-escalations-in-crm-7-3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/02\/06\/default-escalations-in-crm-7-3\/","title":{"rendered":"Default Escalations in CRM 7.3"},"content":{"rendered":"

When we do any business, Escalations are important. The word escalation means \u201cTo\u00a0pass\u00a0(a\u00a0transaction\u00a0or\u00a0case)\u00a0on to a\u00a0higher\u00a0level\u00a0in\u00a0an\u00a0organizational\u00a0hierarchy<\/strong>\u201d. \u00a0Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc.<\/p>\n

New Stuff:<\/i><\/b>\u00a0<\/i>Dot Net Admin and DLL Security Levels<\/a><\/span><\/span><\/p>\n

Sage CRM 7.3 has added some more default escalations. Their purpose is to ensure users are getting real time updates on their business KPIs as they happen.<\/p>\n

To have a look at newly added escalation rules follow below step in CRM.<\/p>\n

Administration | Advanced Customization |Escalation<\/strong>
\n\"IMG1\"<\/a>
\nHere are some of the newly added escalation rules.
\n\"Untitled\"<\/a>
\nI don\u2019t need to mention but whatever is not available through standard escalations can be done by writing custom escalations.
\nAlso Read<\/strong>:\u00a0<\/span><\/em>
\n1. Lead De-duplication nice to have feature in Sage CRM 7.3<\/a>
\n2. Troubleshooting MailChimp integration issue with Sage CRM 7.3<\/a>
\n3. Sage CRM 7.3 \u2013 Introduction of New Opportunity Workflow<\/a>
\n4. Merge to PDF through workflow in Sage CRM 7.3<\/a>
\n5. Quote Summary Screen Enhancements in Sage CRM 7.3<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

When we do any business, Escalations are important. The word escalation means \u201cTo\u00a0pass\u00a0(a\u00a0transaction\u00a0or\u00a0case)\u00a0on to a\u00a0higher\u00a0level\u00a0in\u00a0an\u00a0organizational\u00a0hierarchy\u201d. \u00a0Escalations enable you to ensure on time response to customer for everything. Till the version 7.1 Sage CRM had provided some escalation actions to handle default assignments, communication reminders etc. New Stuff:\u00a0Dot Net Admin and DLL Security Levels Sage CRM\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[140,332,338,342,1],"tags":[937,1102,1954,2035],"class_list":["post-9669","post","type-post","status-publish","format-standard","hentry","category-escalations","category-sage-crm","category-sage-crm-73","category-sage-crm7-3","category-uncategorized","tag-default","tag-escalations","tag-rules","tag-sage-crm-7-3"],"yoast_head":"\nDefault Escalations in CRM 7.3 - 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\/2015\/02\/06\/default-escalations-in-crm-7-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Default Escalations in CRM 7.3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"When we do any business, Escalations are important. The word escalation means \u201cTo\u00a0pass\u00a0(a\u00a0transaction\u00a0or\u00a0case)\u00a0on to a\u00a0higher\u00a0level\u00a0in\u00a0an\u00a0organizational\u00a0hierarchy\u201d. \u00a0Escalations enable you to ensure on time response to customer for everything. 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