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  • Allow all user to view lead when it had specific state/status

    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…

  • Huge data upload, can CRM handle it?

    Hello, We are about to upload about 5-7 thousand leads onto CRM via data upload. Just wanted to ask how will CRM deal with this, won't it start working super slow or etc? Are there any warnings we should be aware of before doing this kind of data…

  • Sage CRM CloudCall - Be part of the SYNETY Partner Network

    Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…

  • "Click to Call" from Sage CRM - Start your 14 Day FREE Trial

    http://bit.ly/11SdL5a

  • From SWA 50098029 - Transform lead's observation into customer note

    Lors de latransformation d'un lead porteur d'une observation, ladite observation n'est pas transmise à l'enregistrement prospect ou client correspondant. Attendu : que l'observation fasse l'objet d'une note prospect / client attaché à l'enregistrement…

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