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…

Can you tell me CRM if we can have an automated email notification sent to the sales rep when a lead is assigned to them?

Hi Probably I’m missing something, but I don’t find a simply way to do this. I’m wondering if exists a easy way to check availability of a transition workflow rule depending of a date field in the same way as we can do on the escalations rules. …

Hi all, I would like to export a workflow from a test CRM site and import it in a live CRM site, is there any way to export and import it instead of creating it again? Thank you.

I am trying to automatically change the stage of a lead based off the last time the lead was communicated with. I have tested this WHERE clause in SQL directly and it works, but for some reason it wont fire in CRM. Any ideas? Lead_Status='In Progress…

I wrote a SQL query to evenly distribute leads to the user. The query runs perfectly on SQL Server, but not Sage CRM 7.1SP2. Any feedback is welcome! Thanks! The query is below. Here is what I did ,and got the SQL errors. The expected result is when…

Hi All, I have a field oppo_stage which refers to the current stage of the opportunity e.g. fact find, first stage meetings etc. I'm struggling to find where I can Set Field Value when it comes to converting a Lead to an Opportunity? I have looked through…