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How to add tabs in Sugar record view

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Record view for every module in Sugar is the main data source, therefore, it's important to keep this view organised and easy to navigate enabling...
SugarCRM Product Update

Fall ’17 (7.10) Release Now Available

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Sugar Fall '17 has been released and is available for all On-Demand customers. Fall '17 (internally named 7.10) marks the beginning of a new...

SugarCRM Mobile 6.0.2 Released!

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SugarCRM Mobile 6.0.2 is now available for download on iOS and Android devices. This latest SugarCRM Mobile release addresses compatibility issues between version 6 and...
SugarCRM Product Update

Version 2.4.2 of the Outlook Plug-in Released!

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SugarCRM has released version 2.4.2 of the Sugar Plug-in for Microsoft Outlook. This latest version of the Outlook Plug-in addresses compatibility issues between prior versions...
SugarCRM Advanced Workflow

How to use Approve/Reject in Advanced Workflow

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An approve/reject process references to a moment within a Process Definition where a user must decide if a certain element is approved or rejected....

SugarCRM named Visionary in Gartner’s 2017 SFA Quadrant

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SugarCRM has been named a Visionary in the Gartner Magic Quadrant Sales Force Automation (SFA). SFA's automate the sales activities, processes, and administrative responsibilities...

Got CRM? Why You Need Marketing Automation Too

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CRM systems transform sales through organisation; marketing automation completes the picture by generating leads and managing lead engagement. “World-class sales and marketing organisations need...
The Power Of CRM For The Individual

eBook: The Power Of CRM For The Individual

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Customer relationship management software has been used by organisations of all types and sizes for more than 20 years. However, few have managed to...

A Marketing Automation Quick Start Guide

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Getting started with marketing automation may seem complicated, but with a little preparation, you’ll see results right away. In fact, 44% of companies achieve...
How to convert a Lead SugarCRM

How to convert a Lead in SugarCRM

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The 'Convert' option in Sugar enables users to convert a Lead record into a Contact and Account record as and when the Lead qualifies...