Sage CRM Community

Title	Date	Downloads
Workflow Implementation - Configuring Timings for SLA Jeff Richards This lesson will cover the knowledge needed to understand how to configure the Service Level Agreement... Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	559
Create a Simple Notification Jeff Richards This lesson will cover the knowledge needed to understand how to create a simple notification for a standard... Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	600
Create a Simple Workflow - Global and Conditional Rules Jeff Richards This lesson will cover the knowledge needed to understand how to define additional behaviour for a workflow... Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	637
Create a Simple Workflow - Primary and Transition Rules Jeff Richards This lesson will cover the knowledge needed to understand how to define a workflow for an entity that... Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	566
Workflow Configuration Jeff Richards This lesson will cover the knowledge needed to understand how to configure workflow within Sage CRM. Posted to: Customizing Workflow	2 Apr 2019 by Jeff Richards	697
Defining Escalation Rules Jeff Richards This topic is designed to help the new System Administrator. It is part of a series of lessons that build... Posted to: Customizing Workflow	21 May 2019 by Jeff Richards	487