SugarCRM How to Guides

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

Version 2.4.1 of the Outlook Plugin Released!

SugarCRM has released version 2.4.1 of the Sugar Plugin for Microsoft Outlook. This latest release includes the following new features and enhancements to the mail view...

September 18, 2017

5 ways to improve data quality in SugarCRM

You've heard the saying: a CRM is only as good as the data inside it" For many businesses, the CRM is the central hub of customer and...

September 15, 2017

Get the most from your SugarCRM Preview pane

SugarCRM is constantly improving the system to enhance the end user experience and to make the system even more user-friendly and efficient. One of...

August 6, 2017

SugarCRM Relationships: Relate and Flex Relate Fields

You can create connections between modules in three different ways in SugarCRM. These are: Relationships, Relate fields and Flex Relate fields. But what’s the...

March 7, 2017

Get the most from Event-Based Gateways (SugarCRM Automation)

Within the Advanced Workflow tool, you have the ability to build a Process Definition. Process Definitions define the steps of an automated business process...

February 21, 2017

The Keys to CRM User Adoption – with SugarCRM

A lot of hard work has gone into getting your SugarCRM system up and running. Now ready for launch, you need to ensure that...

January 24, 2017

SugarCRM How-to's / Tips & Tricks

Service and SupportMay 20, 2024

CRM Healthcheck Workshop – my experience with a recent customer

How can a CRM Health Check help your business? We recently completed a CRM Health Check with a manufacturing...

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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SugarCRM Mobile 7.0.0 is Live

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

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Sugar Summer ’19 Is Live

Sugar Summer '19 has been released and is now...

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Start Your FREE SugarCRM Trial Now!

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