Sage CRM Community

Title	Date	Downloads
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
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
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
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 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
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