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…
We have a client using CRM - they have four Sage 300 ERP databases. Each one of these companies can have the same customer info, exception might be the contact info for the customer. They assign a salesperson in ERP/CRM to the customer but they would…
Hello all,
We're using Sage CRM 7.3 hosted onsite. It's integrated with Sage 300 2016. Looking at the Sage CRM 7.3 user guide, on section 12-7, it says "To create a new quote based on the existing quote information, click Clone."
We can't find this…
