Category: Lead and Opportunity Management

Timings, Business Calendars & Holiday Sets In Sage CRM

Timings in Sage CRM tracks the duration of a Lead, Opportunity or Case from when the record is opened to when it’s closed. Timings also allow you to setup Service Level Agreements that take Case Duration, Business Calendars and Holidays into account. In this tutorial, we walk through setup of a Business Calendar and Holiday Set and show how these affect tracking duration.

Lead Conversion in Sage CRM

Once a lead has been qualified (see the Lead Management tutorial), it can be promoted or linked to a company in the main Sage CRM database and then converted into a sales opportunity. In this tutorial, we walk you through the lead conversion process.

Lead Management in Sage CRM

Sage CRM maintains your leads separate from your customers and qualified prospects. In this tutorial we walk through an example of lead qualification using the out-of-the-box workflow.

Quotes, Orders & Sage 300cloud (Accpac) Integration

Sage CRM v7 and later, integrated with Sage 300cloud (Accpac) version 6 and later includes significant enhancements to quoting and order entry. In this tutorial, we take a look at the new features as we walk through the quote and order entry process.

Link Your Web Forms to Wave Activities to Track Web Leads in Sage CRM

The Web to Lead feature creates a lead in Sage CRM when a visitor fills out a form on your web site. In a previous tutorial, we showed how to create a basic Web to Lead form and insert it in a page on your web site. Now we get a bit more advanced and show you how to better track your web generated leads by linking your web forms to marketing wave activities in Sage CRM.

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