things you did not know

(at least) 10 (at least) 10 Things You did Things You did not know you not know you could do with could do with SugarCRMSugarCRM

Susie WilliamsSusie Williams

Dir. System ServicesDir. System Services

SugarCRMSugarCRM

04/11/23 ©2009 SugarCRM Inc. All rights reserved. 1

What We’ll Cover

Some neat yet overlooked features

Some interesting uses for workflows

Some time-saving best practices

Some new features

©2009 SugarCRM Inc. All rights reserved.

Neat Yet Overlooked Features

Create an Opportunity from a QuotePopulate Products under Account record

Contact Role in OpportunitySkypeOut Integration in System Settings

Click-to-call

Employee Phone BookSearching a comma-separated listFavorite ReportsTeam Notices (MOTD)

©2009 SugarCRM Inc. All rights reserved.

Something to Make You Look Like a Hero

Clear Button on Search Form

©2009 SugarCRM Inc. All rights reserved.

Interesting Uses for Workflows

Auto-create a task when an Opportunity closes

Email a customer when a note has been added to a case

Auto-reply to a contact after a case has been created through the Portal

Auto-respond to a lead when its created from a Web-To-Lead form

Notify a user when an Oppty has been in the same stage for “too long”

Notify the Legal team that a contract is ready for review

04/11/23©2009 SugarCRM Inc. All rights reserved. 5

Time-Saving Best Practices

“Current User” and “Department” Report criteria

Recently viewed items

Control key in list view to open multiple tabs

Right click close other tabs

Bypass the Detail view, go straight to Edit view

Don’t Forget View Summary on History Sub-Panel

Dashlets

“Get Data” button to enhance your data

©2009 SugarCRM Inc. All rights reserved.

New(ish) Features

Excel Plugin

Sugar WirelessHandy tool

Easy to access (same URL)

Now has its own editor

Connectors (new for 5.2)Jigsaw, Hoovers, Zoominfo, LinkedIn

Twitter connector from Synolia, GetSocial Twitter

©2009 SugarCRM Inc. All rights reserved.

Thank you for your time!

©2009 SugarCRM Inc. All rights reserved.

Susie WilliamsDirector, System ServicesSugarCRM

swilliams@sugarcrm.com