SugarCRM How to Guides

The most up-to-date SugarCRM News, FREE Resources, Product Updates, Security Updates & More!

Round Robin Activities and Actions with SugarCRMs’ Advanced Workflow

When building Process Definitions in Sugars' Advanced Workflow tool, you will find an Action or Activity event to reassign the Sugar record or process...

February 1, 2018

SugarCRM Mobile: How To Sort Related Subpanels

Optimising the layout of your CRM is crucial to your goal of an easy and intuitive CRM experience for your users. It helps with...

January 24, 2018

5 Top Tips to Improve your Marketing Campaigns

Do you want to improve your marketing campaigns and ensure that your messages are being received and viewed? See our 5 top tips below: ...

January 11, 2018

Version 2.4.3 of the Outlook Plug-in Released!

SugarCRM has released version 2.4.3 of the Sugar Plug-in for Microsoft Outlook. This latest version of the Outlook Plug-in addresses issues identified in prior releases...

December 12, 2017

How to edit Unit Price and Description in the new Quotes module for SugarCRM?

If you have been used to creating Quotes in SugarCRM previous to the upgrade to 7.9 and 7.10 then you might be missing a...

November 21, 2017

How To Log Calls From List View In SugarCRM – Call Centre

Squeezing every second of efficiency savings in a call centre environment could save thousands of pounds each month (if you had enough users). In this...

November 9, 2017

SugarCRM How-to's / Tips & Tricks

Customer ExperienceMay 26, 2026

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 NewsJanuary 26, 2018

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 ResourcesJanuary 26, 2018

[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

October 29, 2017

SugarCRM named Visionary in Gartner’s 2017 SFA Quadrant

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

SugarCRM NewsOctober 31, 2019

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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