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…

Hi all, may I know if there is a way to handle membership status in Sage CRM? I have come across a prospect, which is running a Youth Club Association. They are looking for a system to handle membership. One of the requirement is that the system should…

Hi , In our company screen, I'm trying to figure out how to change the colors of the contents of a RAG Status field we have (comp_rayg) based on the field data. For instance, if a RAG status is set to Green, I want the word "Green" to be Green, and…

Hello together, we have a escalation rule, which remindes us, when the date of an oppertunity is approaching. It is shown in the upper field by the bell then. There we have the opinion to Close it or to remind us again. When somebody closes it by…

Hello! I tried to make a new rule, if a ticket or a oppprtunity is closed by a different member as the assigned user of the opportunity or the ticket, but this does not work as I want, because now we get hundreds of mails for ALL opportunities . How…

Somehow I lost the ability to quickly change the Opportunity Stage by clicking onto the next stage in the process. The options would be Qualified, Demo, Negotiating, Quoted, etc. that would appear in the right hand column of the screen below the Current…

We have CRM 7.2 and I cannot figure out how the user without admin rights is to change the status of an Opportunity to closed without it being sold. I have gone through the options to change the State of the opportunity are in the right hand column under…

Hi, How to add a new stage or status of a opportunity(In progress,Won,Lost,Expired) Thanks.

Is it possible to have the status of a new appointment set to "done"? Is it possible to change the status of all past appointments to "done"? We are working with Sage CRM but still use Exchange for scheduling and tasks management. Most of our people…

Hi, There are 2 issues when displaying the statistics of opportunities on My CRM: 1. Go to My CRM, click on Opportunities tab, and then the application displayed a list of my opportunities, and "Statistics for All Stage:" box correctly show the statistics…