CRM Strategy: How to Manage Opportunities with Multiple Bidders in Sage CRM скачать в хорошем качестве

CRM Strategy: How to Manage Opportunities with Multiple Bidders in Sage CRM

In this short walkthrough, Dan demonstrates how Sage CRM can be configured to manage multiple bidders within a single opportunity. Instead of inflating your pipeline with duplicate records, this workflow lets you associate multiple companies to one deal, track bid status, and award the final opportunity with clear reporting and history. 📌 This solution is ideal for project-based industries where clients are bidding on behalf of third-party end-users. ------------ My CRM Manager https://mycrmmanager.com/ We focus strictly on supporting Sage CRM and Salesforce projects throughout North America that integrate with Sage accounting systems. Sage CRM Overview - https://mycrmmanager.com/sage-crm-ove... Sage CRM Pricing Calculator - https://mycrmmanager.com/services/sag... Blog - https://mycrmmanager.com/posts/ Schedule a Call - https://calendly.com/dan-cousins/sage... LinkedIn -   / mycrmmanager   #MyCRMManager #SageCRM #CRMSolutions #CRMSoftware #Salesforce #GUMU #Greytrix #SageERP #sage100 #SageIntacct #Sage300 #SageX3