SugarCRM How to Guides

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

Version 2.4.2 of the Outlook Plug-in Released!

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...

November 2, 2017

How to use Approve/Reject in Advanced Workflow

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....

October 30, 2017

A Marketing Automation Quick Start Guide

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...

October 29, 2017

How to convert a Lead in SugarCRM

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

October 25, 2017

Security check: Password management

Sugar allows administrators to set up a vast range of password security features to ensure that the Sugar instance remains safe and secure. In order...

October 25, 2017

What is a Sugar Team?

Teams in Sugar are a way of defining users permissions and groupings as they limit access at record level. Teams, however, are not to be confused...

October 25, 2017

SugarCRM How-to's / Tips & Tricks

SugarCRM BPM WorkflowDecember 24, 2024

How to filter and search in Sugars Process Management List View

It's a common pain point for Admin users to struggle to use the Process Management List view page (found...

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

SugarCRM NewsJuly 6, 2018

SUGARCRM NAMED BEST CRM FOR THE 4TH YEAR IN A ROW

SugarCRM has been named the best CRM for the...

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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Sugar Mobile

SugarCRM Mobile 6.5 is Live

SugarCRM Mobile 6.5.0 is now available for download on...

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SugarCRM Reviews

What Makes Sugar Different? – Key Differentiating Factors

More Than Basic Contact Management "If all CRM's provide basic...

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SugarCRM News

SugarCRM Mobile 6.3.1 is Live

SugarCRM Mobile 6.3.1 is now available for download in...

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Start Your FREE SugarCRM Trial Now!

Start your free SugarCRM trial today to realise the full potential of Sugar