Our ID Generator ensures a consistent naming convention for data created in Sage CRM.  This could be applied to Opportunities, Cases, Leads, or really anything. 

In this video example we use a schema of YY + Number for the opportunity + Company + Creation date of the opportunity. The logic for the ID can be whatever you want, this is just an example.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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