Sage CRM

Hi all, I am creating a workflow. in my workflow, I want to have a condition before proceed to the next action. Based on this condition, I will show/hide the next action. for example: if Lead company is match (Lead_CompanyMatch='Y'), show action…

Hi all, I want to create a Lead approval workflow. It is consist of few stages: Start, approved, not approved, resubmit, and Final Rejection. I do not want to allow the Lead to be Converted to Opportunity until it comes to the final state: Approved…

Hi. I'm hoping this is something we can do. We use an Invoice template to send invoices to customers. We would like to have the Invoice template default to a specific Action called "Invoice Sent". I can default all actions to this selection, however…

Hi all, I'm new to CRM so was wondering what the issue is here? I don't need a trigger, it must just execute when this workflow step is clicked. Thanks in advance for the help.

Help please! I am looking for some scripts in a system in which parts of it are being migrated to another system. I am trying to locate Create Script or OnChange Script populated on a workflow rules actions. I believe I have located the values for…

We have a workflow action of Sold. This action has a requirement that if the team on the opportunity is a specific team, they want an email sent. If not, they want a different email sent. I see a javascript condition on the rule itself but not on the…

Hi, I am working on a workflow where I have to send an email to the lead email as an action. When I pick the action "send email", I do not have the option of lead_email from the available list. Is there a way to add that field in the list? Using…