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Hi All, I have a field oppo_stage which refers to the current stage of the opportunity e.g. fact find, first stage meetings etc. I'm struggling to find where I can Set Field Value when it comes to converting a Lead to an Opportunity? I have looked through…

When one of our users enters a Lead and then converts it into an Opportunity, the address (lead_companyAddressX) goes to the Company and the user has to enter the (often same) address for the Person record. Can you have lead_CompanyPersonAddress and have…

Hi How can i do this in .net SDK i try but not work

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…

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Hi, Our Sage Site has an option to convert a lead to an opportunity. When we do this, it locks the Leads records from editing. Questions: Can this be changed? If so How? What are the implications of making this change? Thanks Mark

I am using php SOAP to post lead data to SAGE CRM, the record get created but contains empty values. For some unknown reason my xml packet is being ignored. The SAGE documentation does not give an xml example for adding record (addrecord) to the CRM…

Greetings all, A little background before jumping in. We have a wordpress site that uses gravity forms to submit our Quote requests and it sends an email to a pre-defined list of recipients. We now would like upon submission to have the data in the…