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How to add tabs in Sugar record view

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...

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...

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....

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...

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...

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...

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 News

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

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

SugarCRM named Visionary in Gartner’s 2017 SFA Quadrant

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

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Download the CRM and Sales Impact Report

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SugarCRM on the Constellation ShortList™ for SFA

SugarCRM today announced it was named to the Constellation...
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