How to Start a Discussion or Ask a Question

To Start a Discussion there are two options:

Option 1: From the homepage of any group Click the +NEW button in the upper right of the group banner and select Add Discussion/Ask a Question option. 

Option 2: Click Forums in the Group banner, Click the Forum you wish to create a discussion, click the +NEW button in the upper right of the group banner, the Discussion form will display

Once you are on the new discussion page, complete the following:

  1. Type in your Subject
  2. Type in your Body Content (format text as desired)
  3. Add relevant tags
  4. Choose your notification preference
  5. Click Post

Also, be sure to review Tips for Posting Questions or Best Practices when asking a question or starting a discussion. 

Anonymous
  • over 2 years ago

    Automatic conversion of opportunity and revenue line item to Purchase and Purchase line item

    I learnt that in the SugarCRM Sell 10.1 version the purchase and purchase line items are automatically generated once the sales stage of revenue line item in the opportunity is updated to 'Closed won'.

    This advanced feature is working only is some instances and is not working in other instances though the version of SugarCRM Sell is 10.1. Could you please help me why this feature is active in only some instances?

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