• Opportunities without order

    Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…

  • Can a person from a Parent company be associated with opportunities for the Child companies?

    FYI - I'm a relative noob to my company and Sage CRM. I'm also not completely sure which elements of our implementation are OOB and which have been customized.
    TIA for your help and patience.

    Is there a way to have a person from a parent company…

  • Opportunity Stage not updating when refreshing the page edited by another user

    Dear All,

    Please consider the following scenario
    1.  User1 proceed to a workflow stage in an opportunity. The workflow stage and opportunity stage is updated.
    2. User 2 edits the same workflow and proceeds to the next workflow stage. The workflow stage and…

  • What happens when a Lead is converted to an Opportunity?

    Sage CRM integrated with Sage BMS products (e.g. Sage 100cloud, Sage 300cloud) provides a way of managing interactions with prospective customers through the initial contact with a Lead, the confirmation that the company is a valid sales opportunity through…

  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    Sagacious ones,

    Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like I…

  • Create New Opportunity Validation Errors

    I am using Sage 200 CRM 7.3 SP1.3 . When I create a new opportunity from the green plus button (system action 261) and try and save it, I get the error "Validation Errors - Please correct the highlighted entries" but there are no entries highlighted…

  • Conditional rule to achieve transition

    I am working on a workflow for our opportunity management and would like to create a rule which moves the opportunity to the next stage but also notifies a user via e mail if a field is over the value of 100000. I have tried a conditional rule with a…

  • Amending feilds from Company, when in Opportunity?

    Hi Community

    We found a problem with some users being a little bit lazy and not filling in a couple of company fields ie the sector and source.

    Is there anyway to get these fields to display in an opportunity for that company? I have tried creating a…