SugarCRM BPM Workflow

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Advanced Workflow: Terminated Vs Cancelled Processes

The difference between a Terminated and Cancelled process can be very useful for Sugar Administrator users to know for troubleshooting purposes. Processes that are...

How to create a discount approval Process Definition

It's not uncommon for businesses to have a limit of how big a discount an employee can give without approval from a higher tier...

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...

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....

SugarCRM How-to's / Tips & Tricks

Sugar Sell & Sugar Serve – Collaborating for Better Customer Experience

Perfect customer experience can be ruined by a lack of collaboration between the different departments that make up an...

SugarCRM Resources / Downloads

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...

[Webinar Recording] GDPR – The Clock is Ticking

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SugarCRM Latest Awards

SugarCRM named Visionary in Gartner’s 2017 SFA Quadrant

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

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

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

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How to log a Call with the Sugar Mobile App

The Sugar Mobile App is designed to allow users...

Sugar Sell & Sugar Serve – Collaborating for Better Customer Experience

Perfect customer experience can be ruined by a lack...

Creating Related Records Through Multi-Layer Relationships

Within process definitions, there is the ability to automate...

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