Download - 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