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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…
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,
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…
