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Welcome to the Sage Integrated CRM Community! From here you can access Sage CRM forums, blogs and a wealth of sales and marketing resources.

Sage CRM offers out of the box integration with a whole host of Sage accounting solutions. The Sales, Marketing and Service modules of Sage CRM extend the power of a Sage Business Management Solution right across a business, giving end-to-end visibility and trusted data so that our customers can make informed business decisions based on accurate information at all times. 

You will also find on here the full range of Sage CRM add-ons and components created by the Sage CRM Team and you can also access add-ons developed by members of the Sage CRM Developer Program.

  • Sage CRM 2017: Company Workflow Example

    1 day ago
    by
    You can define a workflow for the Company entity. Creating a company workflows is different from creating a new workflow for the opportunity or case entity. The entities, Leads, Cases, Opportunities and Solutions all work in a similar way. They have a progress table associated with them and they assume that you may want to control the full creation of the new record. But tables like Company and Person have initial inbuilt behaviour that is far more complex. When you insert a company you will also be creating a person, an address record, phone and email details. This means that our workflow will start once the record has been inserted into the system. The custom company workflow will need...
 
 
 
         

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