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  • Creating Product Groups for Marketing

    Hi All Can anyone point me in the right direction? I have been asked to created a marketing campaign for everyone who has purchased a specific product (let's call it "apples"). This is buried in Orders > Order Summary > Product Description. Don't…

  • Total of Orders on Marketing Wave

    Hi everyone! I would like to display the total of all orders for a marketing wave in a field named 'Revenue' on the WaveDetailBox. I figure this needs to be done with TLS, but I am uncertain what entity to put this on - Orders or Opportunities. Since…

  • Mandatory field into Outbound Calls Screen

    Good afternoon, I want to include a mandatory field where the arrow marks. This is the screen before "accept call". The only way I found by the moment is by entering into "Añadir comentario/Add comment" button, but I want the field to be out of…

  • Taking a phone number from a custom entity into Marketing screen

    Hello everybody, I'm trying to insert a phone number from a custom entity into the Call List screen. How can I insert this phone number into "Nº de teléfono" (Phone Number) field? Thanks in advance

  • Fill in-call marketing fields with data from an entity

    Hi everyone! I need an answer for the next question. We've made a marketing campaign that works with Person entity. In the first screen everything is OK, but in the second one we need to fill some answers with data from the selected person. For example…

  • Attendance Check List

    Hi, I'm quite new in this CRM, need an advise how would it be possible in CRM to set An Events for a specific group of people , but with an option like checklist. So I can see who are the people/group that is invited and from those people who is attending…

  • Mass email function

    When trying to mass email a group created from our "leads" by going to the group we've created and selecting "New Email" we are not given the correct fields from the "Choose Field to insert into the E-Mail" drop down menu. The only options we are given…

  • Show Campaigns entry screen in every task or communication by default

    Is there any way you can set Campaigns entry to be visible by default in every task or communication instead of clicking the button Show Campaigns? From To

  • Sage CRM CloudCall - Be part of the SYNETY Partner Network

    Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…

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