How-to SugarCRM

Leverage our experience with How To guides for SugarCRM and Act-On software.

How 'How to' guides are a great resource to learn new tips and tricks with SugarCRM and Act-On software. We implement dozens of new CRM projects each year and learn a trick or two while we're at it.  We're not a hoarder of great intel on how to make the most out of your investments and we like to share.

How to convert a Lead SugarCRM

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 according to your organisations' practices. When to convert a Lead Knowing to...
SugarCRM Password Management

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 to set up password management features, admin users must navigate...
SugarCRM Data Cleanse

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 prospect data.  The hub that drives marketing automation, and influences...

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 the additions Sugar has made is the ability to edit the...
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The New SugarCRM Quotes Module 7.9

SugarCRM is always looking to improve the end user experience and the release of 7.9 will significantly benefit users running all commercial editions. One of the main updates released in SugarCRM 7.9 is the new...
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SugarCRM Tip: Understanding Why You Are Winning Deals

We've implemented 100+ SugarCRM systems for organisations around Europe in the past few years.  Having the right stakeholders giving input into the design of the system is something we emphasise during the project planning. ...

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 difference? Relate fields and Flex Relate fields are quite similar. Their...

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 and control the flow of work that is allocated during...

Legacy Modules – Dropdown VS Buttons

The great thing about using SugarCRM in your day to day business is that it is very customisable and this means that it can be adapted to suit your business needs and end user’s...
A guide to the keys to great user adoption with SugarCRM

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 your employees will use the system effectively. CRM User adoption...
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