Browse By Tags

  • Duplicated lines in Lead communication

    Hi all, I have a workflow where I send emails on action. Looking into the communication list, the email log seems to be duplicated. Looking into the table Communication, the row content are the same but the Comm_CommunicationId is different. Is this…
  • how to auto assign to another person if the lead have no action for 24 hours?

    Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…
  • Duplicate email detection bug in Sage CRM 2021 R1??

    Help please! I am trying to determine if what I am seeing in Sage CRM 2021 R1 is a bug or if this is how the system currently works through to 2022. Here is my issues....Leads are generated when companies express interest in a particular software being…