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Automatic Emails from Sage CRM

Sage CRM allows for outbound emails to automatically go out based on logic you define. Typically, this is accomplished via either an escalation rule or workflow action. I have provided a couple of examples below, however, Sage can be configured to support almost any situation can you imagine.

  • When an opportunity is reassigned to a new representative, an email can let them know.
  • You can automatically notify your customers of the status of their customer service issue. 
  • Notify an account manager if/when one of their accounts logs a job or service ticket.

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