• Error UserActionException on Lead page & specific users

    Hi all, I am having an error with 2 users, and these 2 users is from the same team. All other user from another team is okay. These 2 user cannot access any page related to Lead list. it was working before, until I change a lead stage selection…
  • Allow all user to view lead when it had specific state/status

    Hi All, problem background: Salesperson B create a lead. At this point, the lead can only be seen by Salesperson B, and send to manager for approval. After review the lead, the manager then decided that this Lead is not ready to be process due to…
  • Lead pipeline not tally with list, duplicate states on pipeline

    Hi all, I have the following issue on Sage CRM Lead page. the lead pipeline is not tally with the list. the state "Approved" is duplicated on the pipeline. which view table can I check for the pipeline? thank you.
  • how to auto assign to another person if the lead have no action for 24 hours?

    Hi all, I have created a workflow below. Lets say person A is assigned to a lead stage "Document Reviewed", and did nothing after 24 hours, how do I auto assign the lead to another person of the same team, and inform both persons by email/notification…
  • Leads screen not showing statistics as in training video

    Hi all, I am watching the Sage CRM training video. On the Leads screen, I see there are statistics for Average Time Open (days) Opened Today Opened This Week Opened This Month Video link: https://sageu.csod.com/lms/scorm/clientLMS/LMS3…
  • Duplicate email detection bug in Sage CRM 2021 R1??

    Help please! I am trying to determine if what I am seeing in Sage CRM 2021 R1 is a bug or if this is how the system currently works through to 2022. Here is my issues....Leads are generated when companies express interest in a particular software being…
  • Lead Summary Screen vertical limitation of space

    Oh powerful brains of the Sage CRM community...please lend me your brain. :-) I am having an issue with the Lead Summary Screen (system screen) as I add some custom panels/blocks to it. When adding panels/blocks to a system screen, is there a vertical…
  • Lead Deduplication not working

    A customer is saying they are experincing an issue where CRM's deduplication is doing a poor job of picking up existing customers in CRM for new leads. After investigating a bit I would have to agree. See Below. Lead dedupe is set to 'Begins With'.…
  • Data Uploads for Leads: What about workflow?

    I am working with a client that will have a number of people utilizing the data upload feature with on-premise Sage CRM. They will primarily be loading lead lists. For all intensive purposes the out-of-the-box Sage CRM functionality should work. However…
  • Lead conversion extension

    I swear there used to be an article years ago on the old blog that showed how you could extend leads to include a mobile phone and get them to copy over to the person when you linked the lead to a person. I am positive it was done with translations. Or…
  • Hide Leads entity in CRM online

    Hi, Is there anyway of hiding the Leads entity within Sage CRM Online? The user does not use Leads and does not want to see the Leads entity anywhere. Thanks
  • Help with default status --All-- on search screen

    Hoping someone can assist me with the Lead List that appears on the screen if a user sets their Log Me In To: Lead List in user preferences. I am wondering where this Lead List is controlled. When they login, the status defaults to --All--. However, I…
  • File Email Against Leads

    Hello Everyone, I am new to applying structure to my sales process and I really hope that Sage CRM is the tool that works for me! My sales process is simple: I conduct workshops and collect business cards from the attendees (these are my Leads); I then…
  • Huge data upload, can CRM handle it?

    Hello, We are about to upload about 5-7 thousand leads onto CRM via data upload. Just wanted to ask how will CRM deal with this, won't it start working super slow or etc? Are there any warnings we should be aware of before doing this kind of data…
  • Leads - progress to 'No Action' instead of delete?

    Hi - we have leads that were created a while ago that have not progressed, however we do not want to lose the communications or contact info assigned to the lead so do not want to Delete the lead, rather convert it to a 'Dead End' or 'No Action' file…
  • Sage CRM CloudCall - Be part of the SYNETY Partner Network

    Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…
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  • Company & person fields are not populated when matching leads

    hello, My problem occurs when I want to convert the leads. I should first match company and person. I click on "add or find this company" in order to match lead/company. Unfortunately the fields of company creation are not populated. Users have…