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  • Export all data from CRM to Excel.

    Export all data from CRM to Excel. I have full admin rights, I believe, but do not see the option to export. I have found some strings that say where this should be and I don't see this option where it is supposed to me. Does this have anything to…

  • Sample SQL script in CRM to update tables in CRM DB

    Hi All, I am new to coding for Sage CRM and trying to learn the correct syntax/methodologies we can use while coding for SQL Stored Procedures/Scripts to perform DML Statements in Sage CRM. In case anyone has the experience, can you please share a…

  • Import Opportunities into CRM

    Hello all, i am wondering how do i go about importing csv opportunities into CRM? Thanks!

  • How do I transfer a lead or opportunity to another person

    FormerMember
    FormerMember
    I want to remove an opportunity or a lead from "My CRM" to another business development person. How can I accomplish this?

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