When managing opportunities, we often have a workflow rule that forces the user to type in why the opportunity is qualified. One of our industrial sales clients took this a step further by providing staff with scorecards that prompt the user to answer a series of questions – and get a decent score – before they can progress the opportunity along.
GUMU™ Sage 100 User Experience 2021
So much has changed with the Sage 100 integration over the past year that I needed to update the User Experience video. The updated version