Sage CRM

Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…

I am setting up IIS auto login for a customer, but not all users are in the active directory. Is it possible to use the normal login with password in parallel? E.g. for an access from outside without vpn or for users which are not stored in the active…

I am currently trying to set up Password based SSO on sage via AAD. have you got any visual guide on that using the 'My apps secure sign-in extension' and any configuration on that. I would like it so that the users log into the extension with their…

We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…

We need to purge old (ok, really old) cases out of Sage CRM. How do we do that? thanks! Ann

Hello all, We're using Sage CRM 7.3 hosted onsite. It's integrated with Sage 300 2016. Looking at the Sage CRM 7.3 user guide, on section 12-7, it says "To create a new quote based on the existing quote information, click Clone." We can't find this…