Sage CRM Community

Title	Date	Downloads
Maximizing efficiency through the use of Quick Notifications and Escalation Rule Jeff Richards Quick Notifications and Escalation Rules are two uncomplicated, yet powerful features covered in this... Posted to: Workflow Implementation	24 Feb 2021 by Jeff Richards	230
Create a Simple Notification Jeff Richards This topic is designed to help the new System Administrator. It is part of a series of lessons that build... Posted to: Workflow Implementation	30 Nov 2018 by Jeff Richards	422
Workflow Configuration Jeff Richards This topic is designed to help the new System Administrator. It is part of a series of lessons that build... Posted to: Workflow Implementation	30 Nov 2018 by Jeff Richards	358
Create a Simple Workflow: Primary and Transition 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: Workflow Implementation	30 Nov 2018 by Jeff Richards	357
Create a Simple Workflow: Global and Conditional 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: Workflow Implementation	30 Nov 2018 by Jeff Richards	366
Configuring Timings for SLA Jeff Richards This topic is designed to help the new System Administrator. It is part of a series of lessons that build... Posted to: Workflow Implementation	30 Nov 2018 by Jeff Richards	327