Sage CRM

Sage CRM's own developer documentation lists Company, Person, Opportunity and Communication among its primary entities, each held in its own table. The opportunity carries a Company field and a Person field, documented as the company the sales opportunity is with and the main contact person in that company. A communication - the object behind both appointments and tasks - carries comm_opportunityid, so the link from the activity to the opportunity is held on the communication record itself, and links to the person and the company are held in the comm_link table through cmli_comm_personid and cmli_comm_companyid. Person and Company are separate tables, not two types of one object.

Source: https://help.sagecrm.com/on_premise/en/2023R2/Dev/Content/Developer/OV_CRMEntities.htm, https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm, https://communityhub.sage.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/appointments-and-tasks-in-sage-crm-what-are-they-and-how-do-they-differ-in-the-database

Verification: Verified

The opportunity carries a Stage field, documented as the current phase of the sale, and the database column behind it is Oppo_Stage. Sage CRM ships an opportunity workflow that moves the record from one stage to the next through workflow actions and transition rules: the vendor's guide to closing a sale describes clicking Sold to progress the opportunity to a stage of "Sale Agreed", and the manual-progress article describes the Progress button that replaces those workflow actions if an administrator turns the opportunity workflow off. The pipeline graphic groups opportunities by Oppo_Stage and shows the number at each stage. The workflow states carrying the sequence can branch and loop rather than run as one straight line.

Source: https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm, https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/SO_ClosingASale.htm, https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_ManuallyProgressingOp.htm, https://help.sagecrm.com/on_premise/en/2025R1/Administration/Content/Administrator/WC_State.htm, https://help.sagecrm.com/on_premise/en/2024R2/Dev/Content/Developer/GC_EgPipelineExample.htm

Verification: Verified

The vendor's Opportunity fields reference lists Status and Stage as two separate fields on the record. Status is documented with the values In Progress, Won, Lost and Closed, so whether an opportunity is still running is readable from the opportunity itself without looking at which stage it occupies. The guide to closing a sale confirms the two move independently: clicking Sold sets a stage of "Sale Agreed" and a status of "Won".

Source: https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm, https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/SO_ClosingASale.htm

Verification: Verified

Won and Lost are values of the same Status field that says whether the opportunity is still In Progress, so the outcome is answered as a by-product of answering the open-or-closed question rather than by a field of its own. No separate won flag or outcome column appears in the vendor's Opportunity fields reference.

Source: https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm

Verification: Verified

The opportunity ships a Forecast field, documented as the figure the sales user expects to get if the deal closes, and the sales forecasting glossary names it the Opportunity Forecast Value. The database column is Oppo_Forecast and the vendor's own pipeline example sums it per stage. Sage CRM treats it as money rather than as a plain number: Currency is one of the shipped field entry types, currency fields are documented as holding a value together with a currency, an account base currency is set with rates maintained against it, and reports carry a Show Original Currency Values option for multi-currency data.

Source: https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm, https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/SF_Terminology.htm, https://help.sagecrm.com/on_premise/en/2024R2/Dev/Content/Developer/GC_EgPipelineExample.htm, https://help.sagecrm.com/on_premise/en/2024R1/Administration/Content/Administrator/MS_CurrConsiderations.htm, https://help.sagecrm.com/on_premise/en/2024R2/Administration/Content/Administrator/FC_ChangeDBFieldProps.htm

Verification: Verified

Products attach to the opportunity as priced line items. Within the context of an opportunity the user opens the Quotes tab, creates a quote and adds line items to it one at a time, choosing a product and entering quantity and price, with free-text items available for anything not in the product list. A quote is converted into an order with its line items intact, and both stay attached to the opportunity. The opportunity also carries a Details field for a longer written description and a Type field for the general area of product interest.

Source: https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/SO_Products.htm, https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm

Verification: Verified

The opportunity ships a Close By field, documented as the forecast close date. The sales forecasting glossary describes the same date as the Opportunity Target Close Date, the date the sales user expects the deal to close, and says it decides which quarterly forecast the opportunity falls into.

Source: https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm, https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/SF_Terminology.htm

Verification: Verified

This is a second, separate date. Alongside Close By, the vendor's Opportunity fields reference documents a Closed field as the actual date the opportunity was closed, and an Opened field as the date the opportunity was received. The date a sale ended is therefore kept in its own shipped field rather than read off the forecast date.

Source: https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm

Verification: Verified

The opportunity ships an Assigned To field, documented as the person responsible for the sale. It is a user reference rather than a creation stamp, and it is what the sales forecasting module rolls up along the team hierarchy.

Source: https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm, https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/SF_AboutSalesForecasting.htm

Verification: Verified

The opportunity ships a Person field, documented as the main contact person in the company for the sales opportunity, held separately from the Company field. The link therefore reaches the individual and not only the organization.

Source: https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm

Verification: Verified

Closing is a change of state, not a removal. The vendor's guide to closing a sale describes progressing the opportunity to a Won status and then clicking Closed, with a tracking note added on the way, and the record keeps its Closed date and its Tracking tab afterwards. Closed opportunities stay available to reporting: the shipped report set includes an opportunity closing history report, and Sage CRM's historical report type is documented as giving a static view of a record at previous points in time.

Source: https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/SO_ClosingASale.htm, https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_ManuallyProgressingOp.htm, https://help.sagecrm.com/on_premise/en/2024R1/Main%20Menu/Content/User/RR_SampleReports.htm

Verification: Verified

A Reason For Loss field ships on the opportunity, described by the vendor as notes added by sales reps giving insight into why a deal was lost, alongside Competitors and Winner fields. The vendor documents it as a notes field rather than as a defined list of options, so the reason is recorded but not offered as a controlled vocabulary. It can still be counted: any column can be added to Group By in the report builder, which groups report results by that column, and administrators can convert a field to a Selection type and attach a lookup list of their own if they want fixed options.

Source: https://help.sagecrm.com/on_premise/en/2024R2/Main%20Menu/Content/User/SO_OpportunityFields.htm, https://help.sagecrm.com/on_premise/en/2023R1/Administration/Content/Administrator/WR_SelectColumnPanel.htm, https://help.sagecrm.com/on_premise/en/2024R2/Administration/Content/Administrator/FC_ChangeDBFieldProps.htm

Verification: Verified

Sage CRM connects to a mailbox and files what arrives there. Email Management watches the addresses configured for it on a polling interval, checks each incoming message against the email addresses held in the database, and creates a communication against the matching person or company automatically. Mail can also be composed and sent from inside Sage CRM. The return leg is not a sync: for a message sent from the user's own mail client to be filed, the vendor's instruction is that the Mail Manager Server filing address must be in the BCC field, or that the user forwards the message to it. Email is not part of Exchange Integration, which the vendor documents as covering appointments, tasks and contacts.

Source: https://help.sagecrm.com/on_premise/en/2025R1/Administration/Content/Administrator/EM_HandlingEmail.htm, https://help.sagecrm.com/on_premise/en/2024R1/Administration/Content/Administrator/EM_EmailManagementFunct.htm, https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/EM_FilingInboundOutbound.htm, https://help.sagecrm.com/on_premise/en/2024R1/Administration/Content/Administrator/EI_Integration.htm

Verification: Verified

Exchange Integration synchronizes appointments between Sage CRM and the user's default Exchange calendar in both directions, covering new appointments, changes and deletions made on either side, and it runs as a background service using one impersonated Exchange account rather than needing Outlook to be open. The sync is on the activity object rather than on a date field, so the meeting arrives with its own record. Two constraints are documented: only the default Exchange calendar is covered, and the 2025 R1 documentation states that tasks do not synchronize, while an earlier release documented a Sage CRM to Exchange task sync.

Source: https://help.sagecrm.com/on_premise/en/2025R1/Administration/Content/Administrator/EI_SynchingCalendarData.htm, https://help.sagecrm.com/on_premise/en/2024R1/Administration/Content/Administrator/EI_Integration.htm, https://help.sagecrm.com/on_premise/en/2024R1/Main%20Menu/Content/User/EX_TasksCRMToExchange.htm

Verification: Verified

Appointments and tasks are both communications, distinguished on the record by comm_type, and they are created inside Sage CRM against a company, a person or an opportunity. The kind of work is held in the Action field on the communication, and the vendor documents the administrator route for adding to it: open Customization, choose Communication, set the Action field's type to Selection and add the new action's caption and code. The buyer therefore defines the type set rather than being held to the vendor's.

Source: https://help.sagecrm.com/on_premise/en/2024R2/Administration/Content/Administrator/CS_Calendar-CustomAppointmentActionStep1.htm, https://help.sagecrm.com/on_premise/en/2022R1/Main%20Menu/Content/User/OT_CRMApptsAndTasks.htm, https://communityhub.sage.com/sage-global-solutions/sage-crm/b/sage-crm-hints-tips-and-tricks/posts/appointments-and-tasks-in-sage-crm-what-are-they-and-how-do-they-differ-in-the-database

Verification: Verified

One of the three is established. Forecasting is native and separate from the report builder: the Sales Forecasting module lets a sales user flag opportunities into a quarterly forecast under Commit, Likely and Best Case scenarios, drawing on the Opportunity Forecast Value and the target close date, and forecasts roll up a team hierarchy to a manager. The other two could not be established either way. Sage CRM's documented report types are list, cross tabular, historical and summary; the vendor describes a cross tabular report as a record count across an X and Y axis and a historical report as a static view of a record at previous points in time, and neither the Select Column panel reference nor the report creation article documents any aggregate, percentage or ratio option on a report column. That is not enough to record an absence, because the same documentation omits the summing the vendor's own pipeline example performs, and the vendor does not publish the names of the reports it ships.

Source: https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/SF_AboutSalesForecasting.htm, https://help.sagecrm.com/on_premise/en/2023R2/Main%20Menu/Content/User/SF_Terminology.htm, https://help.sagecrm.com/on_premise/en/2024R1/Main%20Menu/Content/User/RR_SampleReports.htm, https://help.sagecrm.com/on_premise/en/2023R1/Administration/Content/Administrator/WR_SelectColumnPanel.htm, https://help.sagecrm.com/on_premise/en/2025R1/Administration/Content/Administrator/WR_CreatingAListReport.htm, https://help.sagecrm.com/on_premise/en/2023R1/Administration/Content/Administrator/WR_ReportDetailsPanel.htm

Searched: Read the standard reports pages for 2022 R1 and 2024 R1, which name report categories but no individual reports; read the Report Details panel, Select Column panel and report creation articles for an aggregate, total, average or percentage setting on a column, and found none documented either way; searched the help center for win rate, win/loss ratio, conversion rate and funnel reporting, and searched the interactive dashboard gadget reference, where every chart is drawn from a report. Whether Sage CRM's report builder can express won over closed, or the proportion of opportunities moving from one stage to the next, is not documented.

Verification: Pending vendor verification