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 update records in Sugar via import

It's a common occurrence that businesses often need to update the data in their CRM from information that they have received via a spreadsheet, but... the big question is what's the easiest way to update...

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 flow via a round robin method. The round-robin method will reassign...
How to sort subpanels on SugarCRM Mobile

SugarCRM Mobile: How To Sort Related Subpanels

Optimising the layout of your CRM is crucial to your goal of an easy and intuitive CRM experience for your users.  It helps with user adoption and it improves efficiency bbut having the right...
How to edit the unit price and description in Quote module for SugarCRM

How to edit Unit Price and Description in the new Quotes module for SugarCRM?

If you have been used to creating Quotes in SugarCRM previous to the upgrade to 7.9 and 7.10 then you might be missing a couple of legacy features.  We've had a couple of customers...

How To Log Calls From List View In SugarCRM – Call Centre

Squeezing every second of efficiency savings in a call centre environment could save thousands of pounds each month (if you had enough users).  In this video, I'll show you a technique in SugarCRM to log...

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 users to find the information required quickly and easily. One...
SugarCRM Advanced Workflow

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. The remaining path the Process Definition will be dependant upon...
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...
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