• cumulative field value display in summary page

    Hi, How can I add two field value from quotation table and display in opportunity summary screen any help? Thanks Raj
  • tracking opportunities for companies not in database

    We are a construction supply company. I am trying to figure the best way to create a process to have our salespeople work the quotes into the Sage CRM system. We will get requests to bid on supplying material to construction projects by several different…
  • Sage CRM Cloud - Current Date & Page Number Fields

    Hi, I'm building a quote template and would like to display both the quote creation date and the quote page number. I've looked in the template creation "field chooser" but cannot see any fields for current date or page number. I'm assuming these…
  • Conditional Email setting

    Hi, In a VAd supplier company want to monitor their quotation process as follow. If they have a end user(C) who communicate two re sellers let say A and B for the same product quotation of two different sales person X and Y.They process the quotaion…