SugarCRM How to Guides

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....

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...

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

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...

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...