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How to create a discount approval Process Definition

It's not uncommon for businesses to have a limit of how big a discount an employee can give without approval from a higher tier...

Understanding Relationships in Sugar

Being able to link information together via relationships in a CRM system is essential to get the full overview of the Customer, to see the...

Quotes Worksheet Layout

With the release of Sugar 8.2 there is now the option to configure the Quote Worksheet layout that was previously unavailable. This new function...

How to lock fields of a record that is participating in a Process

The Advanced Workflow tool allows certain items/updates in Sugar to happen automatically when a certain criterion is met, however, a great function of this...

How to log a Call with the Sugar Mobile App

The Sugar Mobile App is designed to allow users to easily access and update their CRM while being out and about. One of the...

How to permanently erase Contacts in Act-On

Inline with new Data Privacy legislation, there may be occasions where individuals contact your company to request that all of their information is removed/deleted,...

SugarCRM How-to's / Tips & Tricks

Customer Experience

Why Buying a CRM Does Not Automatically Fix Your Business

Most CRM projects fail before the software has even been logged into. That might sound dramatic, especially when modern platforms...

SugarCRM Resources / Downloads

SugarCRM News

Watch Recorded Webinar: GDPR – The Clock is Ticking

In This GDPR Recording You Will Learn: The basics of the new legislation What is SugarCRM doing internally to...
SugarCRM Resources

[Webinar Recording] GDPR – The Clock is Ticking

You May Also Be Interested In Start a Free Trial Get Pricing and Datasheets CRM Analyst Reports, eBooks, Whitepapers and more Learn more...
00:43:56

SugarCRM Latest Awards

SugarCRM named Visionary in Gartner’s 2017 SFA Quadrant

SugarCRM has been named a Visionary in the Gartner...
SugarCRM News

SugarCRM Wins Software Awards – Top 20 Fastest Growing Software & More!

Continuous Innovation SaaSworthy track and review over 40,000 software suites...

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SugarCRM News

SugarCRM Mobile 7.0.0 is Live

SugarCRM Mobile 7.0.0 is now available for download on...
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SugarCRM Pricing

SugarCRM Quick Start Packages

Our SugarCRM Quick Start Packages are perfect for organisations...
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Marketing Automation

Don’t Panic… Prepare for GDPR

Disclaimer - We are not providing any legal advice or...
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