Get laser-focused context
Tired of relying on back and forth email that gets lost in an ever-growing inbox of priorities? Or need to reference actual customer data to make decisions across your team?
Sugar's activity stream allows users to view a…
It's always been there, but easy to forget!
SugarCRM enables power users to quickly perform certain tasks with keyboard shortcuts to increase productivity.
My two favorites are:
Pressing the 'S' key will focus the global search bar which then you…
A customer asked me the other day about getting their work mobile to automatically log every inbound and outbound call to Sugar. I explained how the native apps worked - they prompt the user to log a call after you dial that person, and the view automatically…
When asked to review a customer's usage of CRM, I often start with the basics: how is activity management carried out? Usually, there are clues there as to whether emails/calendars are integrated with CRM, or whether the mobile app is in use to log calls…
