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.

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...

New Tagging Feature with SugarCRM

Sugar records now have the ability to be defined by ‘Tags’. Tags are user-created keywords or phrases that allow the user to easily find, group and classify data by common characteristics. One of the...
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...
video

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. ...

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...
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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...
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...

Using the Activity Stream in Sugar

Sugars' Activity Stream allows the end user to have an easily accessible and easy to read overview of activities performed on each record, module or on the overall system. The Activity Stream can be a list...

How to schedule Reports with SugarCRM

Reports can be created in Sugar to allow users to manage/generate data from various modules to produce vital information for their Organisation. There are four types of reports that can be built in Sugar...
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...
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