Type Title Downloads Rating

Defining Escalation Rules

This topic is designed to help the new System Administrator. It is part of a series of lessons that build...
Posted to: Customizing Workflow
by 436

Workflow Configuration

This lesson will cover the knowledge needed to understand how to configure workflow within Sage CRM.
Posted to: Customizing Workflow
by 621

Create a Simple Workflow - Primary and Transition Rules

This lesson will cover the knowledge needed to understand how to define a workflow for an entity that...
Posted to: Customizing Workflow
by 495

Create a Simple Workflow - Global and Conditional Rules

This lesson will cover the knowledge needed to understand how to define additional behaviour for a workflow...
Posted to: Customizing Workflow
by 539

Create a Simple Notification

This lesson will cover the knowledge needed to understand how to create a simple notification for a standard...
Posted to: Customizing Workflow
by 514

Workflow Implementation - Configuring Timings for SLA

This lesson will cover the knowledge needed to understand how to configure the Service Level Agreement...
Posted to: Customizing Workflow
by 518