• 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…
  • One opportunity but shipments/deliveries over time

    Hi. When selling to a large customer, a single opportunity can have actual sales phased over time. So, even if an opportunity is closed by a certain date, revenue recognition might occur over the course of a year. How can I handle that in Sage? I…
  • Query for recommended deployment between ReST and SOAP

    Hello, I'm working as a developer and building an integration between Sage CRM and client tool. We will be supporting both latest on-premise and Cloud professional version of SAGE CRM. Both of these versions are supporting same set of APIs {both…
  • Opportunity Action Buttons

    HI, I want to provide the action (Approval,Reject,Update,Lose) links of opportunity in related primary Quotation page(Means From Quotation details page they can approve the opportunity) Is it possible ?any help? Raja
  • Hide Elements of the Opportunity Pipeline in SageCRM.com

    Hi, I'm trying to hide certain fields on the totals table of the Opportunity pipeline/funnel. I can do this by adding a button that runs following code: document.getElementsByClassName('fat-figure')[1].style.visibility='hidden'; document.getElementsByClassName…