Documentation

New features when moving from Professional to Ent

Alex Nassi — Fri, 05 May 2023 15:20:57 GMT

Current Revision posted to Documentation by Alex Nassi on 5/5/2023 3:20:57 PM

My New Features

Explore your new features below that will help you let the platform do the work.

Automation
Employee Schedule Management
External Omni-Channel Comms
Internal Communications
No-Code Customizations
Purchase Tracking
Sales Acceleration
Subscription Management and Add-Ons

Automation
Action Buttons  Setup Required	Want to perform recurring tasks with fewer clicks? Create custom Action Buttons that enable users to perform quick actions like sending an email, creating or editing a related record, or opening an external web page, all without leaving their current record.
Business Process Management Setup Required	SugarBPM™ enables admins to streamline standard business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an intuitive BPM and workflow tool that allows you to increase efficiency and productivity across the business through automating and optimizing key business and customer-facing processes.
Sales BPM Templates Setup Required	Get up to speed using SugarBPM faster with pre-built templates that help automate sales processes around leads, opportunities, and quotes.
Employee Schedule Management
Business Centers Setup Required	Create automation, reports, and filters based on your organization’s centers of operation. Tie these together with SugarBPM to automate business activities by Business Center. Whether you want one or many, you can customize each business center to include a time zone, operating hours, holidays, geographical region, customer type, and more.
Shifts	Define your employees’ working hours so you can implement time-based BPMs, create improved reporting, and gain insights into work practices.
Shift Exceptions	Create exceptions for the working hours of your employees.
Holidays	Respond to leads and cases quickly by automatically routing them to the right user based on your company’s holiday schedule.
External Omni-Channel Comms
Sugar Portal Setup Required	Allow your users to share published Knowledge Base articles with customers and interact with those customers via Notes.
Internal Communications
Comment Log Dashlet	Avoid unnecessary emails by collaborating with coworkers in the Comment Log directly on the record view or focus drawer.
Escalations	Remove blind spots with the Escalations module, which captures and centralizes other escalated modules, like accounts or opportunities. Customize reasons for your escalations and bring faster attention to where it’s needed most.
No-Code Customizations
Advanced Reports Setup Required	The Advanced Reports feature allows users to create custom reports using a single or a combination of SQL statements to directly query your Sugar database.
Role-Based Dropdown Lists Setup Required	Restrict which options are available for a user to select when editing records based on the user’s role.
Role-Based Record Views Setup Required	Configure custom layouts based on a user’s role.
Drop-down based views Setup Required	You can now show the most important information to the user based on the context of each record.
Purchase Tracking
Purchases Setup Required	Create Purchase records that represent the products or services you provide to your clients. Purchases gives a historically accurate and time-aware picture of the status and value of your accounts.
Purchase History Dashlet	The Purchase History Dashlet shows all the current account’s purchases regardless of the start or end date of the purchase record. The dashlet also shows each purchase’s name, date range, quantity, and total.
Purchased Line Items Setup Required	Use the Purchased Line Items module to give you and your team an accurate and succinct picture of what, how much, and when your customers purchased from you.
Sales Acceleration
Doc Merge	Enable users to spend less time fussing with documents and more time delighting customers by creating beautiful, templated documents and merging data from one or more Sugar modules, all without writing a single line of code. Popular examples include NDAs, proposals, contracts, labels, form letters, and more.
Focus Drawers	Tired of switching between tabs to get all the data you need? Focus drawers give you a 360-degree view of all things related to that record in a series of dashlets, including calls, meetings, purchase history, and active subscriptions.
Knowledge Base Search Dashlet	The Knowledge Base Search dashlet gives you quick access to published articles in the Knowledge Base module with a search bar and a tree-based view. Add the Knowledge Base Search dashlet to add to any dashboard in Sugar.
Record View Dashlet	Reduce the number of clicks users need to find and update information with the Record View dashlet, all without leaving their current page.
Revenue Line Items Setup Required	Revenue Line Items gives you greater visibility into individual line items within an opportunity record and track those line items through the entire sales life cycle. Revenue Line Items also enable you to forecast on each line item, giving you greater accuracy on the business you’re expected to win.
Tile View	Display and edit records in an intuitive drag-and-drop interface without leaving your existing module.
Timeline Dashlet	Timeline dashlets allow users to view all the critical actions around a customer record, including emails, calls, meetings, and notes and quickly see changes in the status of those items in a clean, chronological view. The intuitive interface allows users to spend less time clicking and searching for changes in status or priority and more time focusing on solving their customers’ needs.
Subscription Management and Add-Ons
Renewals Console	Easily manage subscription-based business activity by giving your sales teams complete visibility into all of the products a customer is actively subscribed to with Sugar’s Renewals Console. Users can quickly find the subscription duration, start, and end dates of each product in an intuitive timeline format and can add products that have defined start and end dates (like annual service contracts or monthly subscriptions) to opportunities and quotes with a single click.
Active Subscriptions Dashlet	Get a quick peek into all your current subscription renewal accounts, including each purchase’s name, quantity of units, and purchased line item. You’ll also find a simple bar chart that displays time elapsed and time remaining for each subscription.
Automated Renewal Pipeline Creation Setup Required	When you close an opportunity containing a renewable service, Enterprise will automatically create a renewal opportunity with an expected close date that aligns with the end date of the renewable service.
Coterminous Add-ons Setup Required	Enterprise streamlines the process of adding additional services or products onto existing business by keeping dates consistent and automatically updating the related renewal opportunity and revenue line item(s).

Documentation

Alex Nassi — Fri, 05 May 2023 15:16:35 GMT

Current Revision posted to Documentation by Alex Nassi on 5/5/2023 3:16:35 PM

New featurs when moving from Professional to Ent

Alex Nassi — Fri, 05 May 2023 05:01:35 GMT

Revision 1 posted to Documentation by Alex Nassi on 5/5/2023 5:01:35 AM

My New Features

Explore your new features below that will help you let the platform do the work.

Automation
Employee Schedule Management
External Omni-Channel Comms
Internal Communications
No-Code Customizations
Purchase Tracking
Sales Acceleration
Subscription Management and Add-Ons

Automation
Action Buttons  Setup Required	Want to perform recurring tasks with fewer clicks? Create custom Action Buttons that enable users to perform quick actions like sending an email, creating or editing a related record, or opening an external web page, all without leaving their current record.
Business Process Management Setup Required	SugarBPM™ enables admins to streamline standard business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an intuitive BPM and workflow tool that allows you to increase efficiency and productivity across the business through automating and optimizing key business and customer-facing processes.
Sales BPM Templates Setup Required	Get up to speed using SugarBPM faster with pre-built templates that help automate sales processes around leads, opportunities, and quotes.
Employee Schedule Management
Business Centers Setup Required	Create automation, reports, and filters based on your organization’s centers of operation. Tie these together with SugarBPM to automate business activities by Business Center. Whether you want one or many, you can customize each business center to include a time zone, operating hours, holidays, geographical region, customer type, and more.
Shifts	Define your employees’ working hours so you can implement time-based BPMs, create improved reporting, and gain insights into work practices.
Shift Exceptions	Create exceptions for the working hours of your employees.
Holidays	Respond to leads and cases quickly by automatically routing them to the right user based on your company’s holiday schedule.
External Omni-Channel Comms
Sugar Portal Setup Required	Allow your users to share published Knowledge Base articles with customers and interact with those customers via Notes.
Internal Communications
Comment Log Dashlet	Avoid unnecessary emails by collaborating with coworkers in the Comment Log directly on the record view or focus drawer.
Escalations	Remove blind spots with the Escalations module, which captures and centralizes other escalated modules, like accounts or opportunities. Customize reasons for your escalations and bring faster attention to where it’s needed most.
No-Code Customizations
Advanced Reports Setup Required	The Advanced Reports feature allows users to create custom reports using a single or a combination of SQL statements to directly query your Sugar database.
Role-Based Dropdown Lists Setup Required	Restrict which options are available for a user to select when editing records based on the user’s role.
Role-Based Record Views Setup Required	Configure custom layouts based on a user’s role.
Drop-down based views Setup Required	You can now show the most important information to the user based on the context of each record.
Purchase Tracking
Purchases Setup Required	Create Purchase records that represent the products or services you provide to your clients. Purchases gives a historically accurate and time-aware picture of the status and value of your accounts.
Purchase History Dashlet	The Purchase History Dashlet shows all the current account’s purchases regardless of the start or end date of the purchase record. The dashlet also shows each purchase’s name, date range, quantity, and total.
Purchased Line Items Setup Required	Use the Purchased Line Items module to give you and your team an accurate and succinct picture of what, how much, and when your customers purchased from you.
Sales Acceleration
Doc Merge	Enable users to spend less time fussing with documents and more time delighting customers by creating beautiful, templated documents and merging data from one or more Sugar modules, all without writing a single line of code. Popular examples include NDAs, proposals, contracts, labels, form letters, and more.
Focus Drawers	Tired of switching between tabs to get all the data you need? Focus drawers give you a 360-degree view of all things related to that record in a series of dashlets, including calls, meetings, purchase history, and active subscriptions.
Knowledge Base Search Dashlet	The Knowledge Base Search dashlet gives you quick access to published articles in the Knowledge Base module with a search bar and a tree-based view. Add the Knowledge Base Search dashlet to add to any dashboard in Sugar.
Record View Dashlet	Reduce the number of clicks users need to find and update information with the Record View dashlet, all without leaving their current page.
Revenue Line Items Setup Required	Revenue Line Items gives you greater visibility into individual line items within an opportunity record and track those line items through the entire sales life cycle. Revenue Line Items also enable you to forecast on each line item, giving you greater accuracy on the business you’re expected to win.
Tile View	Display and edit records in an intuitive drag-and-drop interface without leaving your existing module.
Timeline Dashlet	Timeline dashlets allow users to view all the critical actions around a customer record, including emails, calls, meetings, and notes and quickly see changes in the status of those items in a clean, chronological view. The intuitive interface allows users to spend less time clicking and searching for changes in status or priority and more time focusing on solving their customers’ needs.
Subscription Management and Add-Ons
Renewals Console	Easily manage subscription-based business activity by giving your sales teams complete visibility into all of the products a customer is actively subscribed to with Sugar’s Renewals Console. Users can quickly find the subscription duration, start, and end dates of each product in an intuitive timeline format and can add products that have defined start and end dates (like annual service contracts or monthly subscriptions) to opportunities and quotes with a single click.
Active Subscriptions Dashlet	Get a quick peek into all your current subscription renewal accounts, including each purchase’s name, quantity of units, and purchased line item. You’ll also find a simple bar chart that displays time elapsed and time remaining for each subscription.
Automated Renewal Pipeline Creation Setup Required	When you close an opportunity containing a renewable service, Enterprise will automatically create a renewal opportunity with an expected close date that aligns with the end date of the renewable service.
Coterminous Add-ons Setup Required	Enterprise streamlines the process of adding additional services or products onto existing business by keeping dates consistent and automatically updating the related renewal opportunity and revenue line item(s).

New features when moving from Ent to Sell

Alex Nassi — Fri, 05 May 2023 04:59:59 GMT

Current Revision posted to Documentation by Alex Nassi on 5/5/2023 4:59:59 AM

My New Features

Explore your new features below that will help you let the platform do the work.

AI Assistance - SugarPredict
Automation
Employee Schedule Management
External Omni-Channel Comms
No-Code Customizations
Purchase Tracking
Sales Acceleration
Subscription Management and Add-Ons

AI Assistance - SugarPredict
Opportunity-Win Prediction Setup Required	SugarPredict is Sugar’s AI engine that drives business predictability and performance. Score opportunities by their similarity to your ideal customer profile to improve win rates, increase deal sizes, and enhance retention.
Lead-Conversion Prediction Setup Required	Predicting lead interest and likelihood to convert from lead scoring models
Lead-Similar Companies Matching Setup Required	Identify patterns and trends that only a tireless AI engine can achieve, displayed directly within the Sugar products you use every day.
Automation
Sales BPM Templates Setup Required	Get up to speed using SugarBPM faster with pre-built templates that help automate sales processes around leads, opportunities, and quotes.
Employee Schedule Management
Business Centers Setup Required	Create automation, reports, and filters based on your organization’s centers of operation. Tie these together with SugarBPM to automate business activities by Business Center. Whether you want one or many, you can customize each business center to include a time zone, operating hours, holidays, geographical region, customer type, and more.
External Omni-Channel Comms
Messages	Easily and quickly capture instant messaging chats between a customer service agent or sales rep. Messages creates a new message record containing the chat transcript, saving the time it usually takes to capture that data manually.
SugarLive Setup Required	SugarLive brings the power of omnichannel customer interactions to the Sugar platform, helping you modernize and streamline customer interactions cost-effectively across all communication channels. With SugarLive, you get the power of omnichannel engagement without complexity or costly technology investment.
No-Code Customizations
Drop-down based views Setup Required	You can now show the most important information to the user based on the context of each record.
Purchase Tracking
Purchases Setup Required	Create Purchase records that represent the products or services you provide to your clients. Purchases gives a historically accurate and time-aware picture of the status and value of your accounts.
Purchase History Dashlet	The Purchase History Dashlet shows all the current account’s purchases regardless of the start or end date of the purchase record. The dashlet also shows each purchase’s name, date range, quantity, and total.
Purchased Line Items Setup Required	Use the Purchased Line Items module to give you and your team an accurate and succinct picture of what, how much, and when your customers purchased from you.
Sales Acceleration
Doc Merge	Enable users to spend less time fussing with documents and more time delighting customers by creating beautiful, templated documents and merging data from one or more Sugar modules, all without writing a single line of code. Popular examples include NDAs, proposals, contracts, labels, form letters, and more.
Focus Drawers	Tired of switching between tabs to get all the data you need? Focus drawers give you a 360-degree view of all things related to that record in a series of dashlets, including calls, meetings, purchase history, and active subscriptions.
Knowledge Base Search Dashlet	The Knowledge Base Search dashlet gives you quick access to published articles in the Knowledge Base module with a search bar and a tree-based view. Add the Knowledge Base Search dashlet to add to any dashboard in Sugar.
Subscription Management and Add-Ons
Renewals Console	Easily manage subscription-based business activity by giving your sales teams complete visibility into all of the products a customer is actively subscribed to with Sugar’s Renewals Console. Users can quickly find the subscription duration, start, and end dates of each product in an intuitive timeline format and can add products that have defined start and end dates (like annual service contracts or monthly subscriptions) to opportunities and quotes with a single click.
Active Subscriptions Dashlet	Get a quick peek into all your current subscription renewal accounts, including each purchase’s name, quantity of units, and purchased line item. You’ll also find a simple bar chart that displays time elapsed and time remaining for each subscription.
Automated Renewal Pipeline Creation Setup Required	When you close an opportunity containing a renewable service, Sell will automatically create a renewal opportunity with an expected close date that aligns with the end date of the renewable service.
Coterminous Add-ons Setup Required	Sell streamlines the process of adding additional services or products onto existing business by keeping dates consistent and automatically updating the related renewal opportunity and revenue line item(s).

New features when moving from Professional to Sell

Alex Nassi — Fri, 05 May 2023 04:46:12 GMT

Current Revision posted to Documentation by Alex Nassi on 5/5/2023 4:46:12 AM

My New Features

Explore your new features below that will help you let the platform do the work.

Automation
Employee Schedule Management
External Omni-Channel Comms
Internal Communications
No-Code Customizations
Purchase Tracking
Sales Acceleration
Subscription Management and Add-Ons

Automation
Action Buttons  Setup Required	Want to perform recurring tasks with fewer clicks? Create custom Action Buttons that enable users to perform quick actions like sending an email, creating or editing a related record, or opening an external web page, all without leaving their current record.
Business Process Management Setup Required	SugarBPM™ enables admins to streamline standard business processes by managing approvals, sales processes, call triaging, and more. SugarBPM is an intuitive BPM and workflow tool that allows you to increase efficiency and productivity across the business through automating and optimizing key business and customer-facing processes.
Sales BPM Templates Setup Required	Get up to speed using SugarBPM faster with pre-built templates that help automate sales processes around leads, opportunities, and quotes.
Employee Schedule Management
Business Centers Setup Required	Create automation, reports, and filters based on your organization’s centers of operation. Tie these together with SugarBPM to automate business activities by Business Center. Whether you want one or many, you can customize each business center to include a time zone, operating hours, holidays, geographical region, customer type, and more.
Shifts	Define your employees’ working hours so you can implement time-based BPMs, create improved reporting, and gain insights into work practices.
Shift Exceptions	Create exceptions for the working hours of your employees.
Holidays	Respond to leads and cases quickly by automatically routing them to the right user based on your company’s holiday schedule.
External Omni-Channel Comms
Sugar Portal Setup Required	Allow your users to share published Knowledge Base articles with customers and interact with those customers via Notes.
Internal Communications
Comment Log Dashlet	Avoid unnecessary emails by collaborating with coworkers in the Comment Log directly on the record view or focus drawer.
Escalations	Remove blind spots with the Escalations module, which captures and centralizes other escalated modules, like accounts or opportunities. Customize reasons for your escalations and bring faster attention to where it’s needed most.
No-Code Customizations
Advanced Reports Setup Required	The Advanced Reports feature allows users to create custom reports using a single or a combination of SQL statements to directly query your Sugar database.
Role-Based Dropdown Lists Setup Required	Restrict which options are available for a user to select when editing records based on the user’s role.
Role-Based Record Views Setup Required	Configure custom layouts based on a user’s role.
Drop-down based views Setup Required	You can now show the most important information to the user based on the context of each record.
Purchase Tracking
Purchases Setup Required	Create Purchase records that represent the products or services you provide to your clients. Purchases gives a historically accurate and time-aware picture of the status and value of your accounts.
Purchase History Dashlet	The Purchase History Dashlet shows all the current account’s purchases regardless of the start or end date of the purchase record. The dashlet also shows each purchase’s name, date range, quantity, and total.
Purchased Line Items Setup Required	Use the Purchased Line Items module to give you and your team an accurate and succinct picture of what, how much, and when your customers purchased from you.
Sales Acceleration
Doc Merge	Enable users to spend less time fussing with documents and more time delighting customers by creating beautiful, templated documents and merging data from one or more Sugar modules, all without writing a single line of code. Popular examples include NDAs, proposals, contracts, labels, form letters, and more.
Focus Drawers	Tired of switching between tabs to get all the data you need? Focus drawers give you a 360-degree view of all things related to that record in a series of dashlets, including calls, meetings, purchase history, and active subscriptions.
Knowledge Base Search Dashlet	The Knowledge Base Search dashlet gives you quick access to published articles in the Knowledge Base module with a search bar and a tree-based view. Add the Knowledge Base Search dashlet to add to any dashboard in Sugar.
Record View Dashlet	Reduce the number of clicks users need to find and update information with the Record View dashlet, all without leaving their current page.
Revenue Line Items Setup Required	Revenue Line Items gives you greater visibility into individual line items within an opportunity record and track those line items through the entire sales life cycle. Revenue Line Items also enable you to forecast on each line item, giving you greater accuracy on the business you’re expected to win.
Tile View	Display and edit records in an intuitive drag-and-drop interface without leaving your existing module.
Timeline Dashlet	Timeline dashlets allow users to view all the critical actions around a customer record, including emails, calls, meetings, and notes and quickly see changes in the status of those items in a clean, chronological view. The intuitive interface allows users to spend less time clicking and searching for changes in status or priority and more time focusing on solving their customers’ needs.
Subscription Management and Add-Ons
Renewals Console	Easily manage subscription-based business activity by giving your sales teams complete visibility into all of the products a customer is actively subscribed to with Sugar’s Renewals Console. Users can quickly find the subscription duration, start, and end dates of each product in an intuitive timeline format and can add products that have defined start and end dates (like annual service contracts or monthly subscriptions) to opportunities and quotes with a single click.
Active Subscriptions Dashlet	Get a quick peek into all your current subscription renewal accounts, including each purchase’s name, quantity of units, and purchased line item. You’ll also find a simple bar chart that displays time elapsed and time remaining for each subscription.
Automated Renewal Pipeline Creation Setup Required	When you close an opportunity containing a renewable service, Enterprise will automatically create a renewal opportunity with an expected close date that aligns with the end date of the renewable service.
Coterminous Add-ons Setup Required	Enterprise streamlines the process of adding additional services or products onto existing business by keeping dates consistent and automatically updating the related renewal opportunity and revenue line item(s).

Conversion to Sugar Enterprise FAQ

Alex Nassi — Fri, 05 May 2023 04:39:06 GMT

Current Revision posted to Documentation by Alex Nassi on 5/5/2023 4:39:06 AM

We understand you have questions and we have answers. Browse some of the frequently asked questions below. If you don't find your answer, please email support@sugarcrm.com.

Q: What exactly is happening?
Q: Is my product changing?
Q: Do I have to migrate to the Cloud?
Q: How will my job be different when I use Enterprise?
Q: When will we change over to Enterprise?
Q: Can we continue to use Professional until we convert to Enterprise?
Q: How soon do I need to run the conversion script to Enterprise?
Q: Will there be any change to what I pay today?
Q: Will I lose any features or functionality I use today?
Q: Should I be excited about this change?

Q: What exactly is happening?

A: SugarCRM is giving you Sugar Enterprise for no additional charge! Sugar will trade your license to Enterprise, where you can unlock even more CRM capabilities to help you grow your business and make customers for life.

Q: Is my product changing?

A: Yes. Sugar is converting your current license of Professional to Enterprise.

Q: Do I have to migrate to the Cloud?

Q: How will my job be different when I use Enterprise?

The look and feel will be almost identical to what you are used to today, with an exception being: you will have access to new capabilities you didn’t have before. You will not lose any features, only gain new ones that will increase your understanding of your customers’ needs and help you win more business.

Q: When will we change over to Enterprise?

A: Sugar plans to update your licenses to Enterprise with the 12.0 release expected in April 2022. You can then convert your instances to Enterprise with a conversion script according to your own timelines and upgrade processes. We recommend you use your new Enterprise licenses as soon as possible so you can begin using the loads of features that will make your job easier.

Q: Can we continue to use Professional until we convert to Enterprise?

A: Yes! You can use Professional as you have been, even after we have converted your licenses to Sugar Enterprise.

Q: How soon do I need to run the conversion script to Enterprise?

A: We encourage you to run the conversion script as soon as possible after taking the time you need to test Enterprise in a development environment.

Q: I’m ready to run my conversion script from Pro to Ent. What do I do now?

A: Congratulations! This article will walk you through the steps to successfully convert your environment to Enterprise. If you need any help with that process, please reach out to your partner (if relevant) or Support@sugarcrm.com.

Q: Will there be any change to what I pay today?

A: Your pricing terms and conditions will not change when you convert to Sugar Enterprise. During renewal, the standard renewal terms you are already familiar with will still apply.

Q: Will I lose any features or functionality I use today?

A: The Professional functionality you use today is already a part of Enterprise. When you log in to Enterprise, you will still be able to use the features you used previously as well as access loads of other features that will do more of your work for you.

Q: Should I be excited about this change?

A: Absolutely! We know our growth is dependent on our customers’ success, and we are excited to accelerate your success with all the latest capabilities Enterprise has to offer. We are continuing to invest aggressively in your success by making Enterprise the best on-premises CRM in the industry, enabling you to drive revenue, increase efficiency, reduce sales costs, and deliver unmatched customer buying experiences.

Conversion to Sugar Sell FAQ

Alex Nassi — Fri, 05 May 2023 04:37:58 GMT

Current Revision posted to Documentation by Alex Nassi on 5/5/2023 4:37:58 AM

We understand you have questions and we have answers. Browse some of the frequently asked questions below. If you don't find your answer, please email support@sugarcrm.com.

Q: What exactly is happening?
Q: Is my product changing?
Q: How will my job be different when I use Sell Advanced?
Q: When will we change over to Sell Advanced?
Q: How long will it take to convert my instance to Sell Advanced?
Q: What if the time of my scheduled conversion isn't a good time for us?
Q: Will I lose access to Sugar? If so, when can I expect to regain access?
Q: Do I log in differently from how I did before?
Q: Will there be any change to what I pay today?
Q: Will I lose any of my data?
Q: Will I lose any of my reports?
Q: WillWill I lose any customizations we have in place for Sugar Professional or Enterprise?
Q: Will I lose any features or functionality I use today?
Q: I currently use Case Management in Professional/Enterprise. Will I lose that when I come over to Sell Advanced?
Q: Will my settings change?
Q: Is Sugar Sell Advanced secure?
Q: Should I be excited about this change?

Q: What exactly is happening?

A: SugarCRM is giving you Sugar Sell Advanced for no additional charge! Sugar will convert your current license to Sell Advanced, where you can begin using the latest CRM capabilities to help you grow your business and make customers for life.

Q: Is my product changing?

A: Yes. Sugar is converting your current license to Sell Advanced, Sugar’s flagship CRM platform.

Q: How will my job be different when I use Sell Advanced?

A: The look and feel will be almost identical to what you are used to today, with an exception being: you will have access to new capabilities you didn’t have before. You will not lose any features, only gain new ones that will increase your understanding of your customers’ needs and help you win more business.

Q: When will we change over to Sell Advanced?

A: Sugar expects to begin converting licenses to Sell Advanced in late April, 2022. Your exact date is still to be determined. Sugar will send you an email notification seven days before your conversion date.

Q: How long will it take to convert my instance to Sell Advanced?

A: For Sugar Professional customers, your journey to Sell Advanced follows a three-step process. First, we will convert your instance to the Enterprise codebase. Second, we will upgrade you to version 12.0. Third, we will convert your license to Sell Advanced. The entire process from beginning to end will take approximately two days. During this process, you may continue to use Sugar as usual.

For Sugar Enterprise customers, we will first upgrade you to 12.0, and then convert your license to Sell Advanced. Upgrade windows are overnight (depending on region), and we’ll convert your license after the upgrade is complete. The entire process from beginning to end will take approximately one evening. During this process, you may continue to use Sugar as usual.

Q: What if the time of my scheduled conversion isn't a good time for us?

A: You will receive a notification email seven days before we convert you to Sell Advanced. If you need to adjust that date, you may request an alternative day that occurs no later than May 31, 2022. To request a shift in your conversion date, please open a support case.

Q: Will I lose access to Sugar? If so, when can I expect to regain access?

A: During the conversion process, you may still use Sugar as usual. You may lose access during the upgrade portion, which will take a similar amount of time as with other upgrades.

Q: Do I log in differently from how I did before?

A: Everything about the login process will remain the same and our UI will remain largely the same. Because the intent is to keep existing features and provide our new ones, you will find many new Sell Advanced functionality & configurations co-existing alongside (not overwriting) your current features. For example, you will now have both Workflow Management and BPM. Another example would be that Renewals Console will appear as additional navigation options in the applicable modules.

Q: Will there be any change to what I pay today?

A: Your pricing terms and conditions will not change when you convert to Sugar Sell Advanced. During renewal, the standard renewal terms you are already familiar with will still apply.

Q: Will I lose any of my data?

A: No. Sugar is managing your conversion process very carefully and will ensure none of your data is lost.

Q: Will I lose any of my reports?

A: No. You will still have access to all your saved reports after the conversion.

Q: WillWill I lose any customizations we have in place for Sugar Professional or Enterprise?

A: No. All customizations you have in place will transfer with you when you convert to Sell Advanced. Please remember that we are upgrading you to version 12.0 with the conversion, so the usual compatibility testing you currently do with quarterly upgrades will still apply.

Q: Will I lose any features or functionality I use today?

A: No. With the 12.0 release, Sugar will include the functionality you use today in Sell Advanced, including Projects, Legacy Workflow, Bugs, Case Management, SOAP API, and Portal. When you log in to Sell Advanced, you will still be able to use the features you used previously as well as access loads of other features that will do more of your work for you.

Q: I currently use Case Management in Professional/Enterprise. Will I lose that when I come over to Sell Advanced?

A: No, you will not lose Case Management when you come to Sell Advanced. Case Management is among many features coming to Sell Advanced with the 12.0 release.

Q: Will my settings change?

A: No. Any settings or preferences you saved prior to the conversion will remain intact after the conversion.

Q: Is Sugar Sell Advanced secure?

A: Yes! Sugar encrypts data in transit and at rest, is SOC2 Type2 compliant, maintains a GDPR compliance program, and much, much more. Learn more about our security standards on our Trust page.

Q: Should I be excited about this change?

A: Absolutely! We are excited to accelerate your success with all the latest capabilities Sell Advanced has to offer. We are continuing to invest aggressively in your success by making Sell Advanced the best CRM in the industry, enabling you to drive revenue, increase efficiency, reduce sales costs, and deliver unmatched customer buying experiences.

Conversion to Sugar Sell FAQ

Alex Nassi — Fri, 05 May 2023 04:35:08 GMT

Revision 1 posted to Documentation by Alex Nassi on 5/5/2023 4:35:08 AM

Conversion to Sugar Sell FAQ

We understand you have questions and we have answers. Browse some of the frequently asked questions below. If you don't find your answer, please email support@sugarcrm.com.

Q: What exactly is happening?
Q: Is my product changing?
Q: How will my job be different when I use Sell Advanced?
Q: When will we change over to Sell Advanced?
Q: How long will it take to convert my instance to Sell Advanced?
Q: What if the time of my scheduled conversion isn't a good time for us?
Q: Will I lose access to Sugar? If so, when can I expect to regain access?
Q: Do I log in differently from how I did before?
Q: Will there be any change to what I pay today?
Q: Will I lose any of my data?
Q: Will I lose any of my reports?
Q: WillWill I lose any customizations we have in place for Sugar Professional or Enterprise?
Q: Will I lose any features or functionality I use today?
Q: I currently use Case Management in Professional/Enterprise. Will I lose that when I come over to Sell Advanced?
Q: Will my settings change?
Q: Is Sugar Sell Advanced secure?
Q: Should I be excited about this change?

Q: What exactly is happening?

Q: Is my product changing?

A: Yes. Sugar is converting your current license to Sell Advanced, Sugar’s flagship CRM platform.

Q: How will my job be different when I use Sell Advanced?

Q: When will we change over to Sell Advanced?

Q: How long will it take to convert my instance to Sell Advanced?

Q: What if the time of my scheduled conversion isn't a good time for us?

Q: Will I lose access to Sugar? If so, when can I expect to regain access?

A: During the conversion process, you may still use Sugar as usual. You may lose access during the upgrade portion, which will take a similar amount of time as with other upgrades.

Q: Do I log in differently from how I did before?

Q: Will there be any change to what I pay today?

A: Your pricing terms and conditions will not change when you convert to Sugar Sell Advanced. During renewal, the standard renewal terms you are already familiar with will still apply.

Q: Will I lose any of my data?

A: No. Sugar is managing your conversion process very carefully and will ensure none of your data is lost.

Q: Will I lose any of my reports?

A: No. You will still have access to all your saved reports after the conversion.

Q: WillWill I lose any customizations we have in place for Sugar Professional or Enterprise?

Q: Will I lose any features or functionality I use today?

Q: I currently use Case Management in Professional/Enterprise. Will I lose that when I come over to Sell Advanced?

A: No, you will not lose Case Management when you come to Sell Advanced. Case Management is among many features coming to Sell Advanced with the 12.0 release.

Q: Will my settings change?

A: No. Any settings or preferences you saved prior to the conversion will remain intact after the conversion.

Q: Is Sugar Sell Advanced secure?

A: Yes! Sugar encrypts data in transit and at rest, is SOC2 Type2 compliant, maintains a GDPR compliance program, and much, much more. Learn more about our security standards on our Trust page.

Q: Should I be excited about this change?

New featurs when moving from Professional to Sell

Alex Nassi — Fri, 05 May 2023 03:04:36 GMT

Revision 1 posted to Documentation by Alex Nassi on 5/5/2023 3:04:36 AM

My New Features

Explore your new features below that will help you let the platform do the work.

AI Assistance - SugarPredict
Automation
Employee Schedule Management
External Omni-Channel Comms
No-Code Customizations
Purchase Tracking
Sales Acceleration
Subscription Management and Add-Ons

AI Assistance - SugarPredict
Opportunity-Win Prediction Setup Required	SugarPredict is Sugar’s AI engine that drives business predictability and performance. Score opportunities by their similarity to your ideal customer profile to improve win rates, increase deal sizes, and enhance retention.
Lead-Conversion Prediction Setup Required	Predicting lead interest and likelihood to convert from lead scoring models
Lead-Similar Companies Matching Setup Required	Identify patterns and trends that only a tireless AI engine can achieve, displayed directly within the Sugar products you use every day.
Automation
Sales BPM Templates Setup Required	Get up to speed using SugarBPM faster with pre-built templates that help automate sales processes around leads, opportunities, and quotes.
Employee Schedule Management
Business Centers Setup Required	Create automation, reports, and filters based on your organization’s centers of operation. Tie these together with SugarBPM to automate business activities by Business Center. Whether you want one or many, you can customize each business center to include a time zone, operating hours, holidays, geographical region, customer type, and more.
External Omni-Channel Comms
Messages	Easily and quickly capture instant messaging chats between a customer service agent or sales rep. Messages creates a new message record containing the chat transcript, saving the time it usually takes to capture that data manually.
SugarLive Setup Required	SugarLive brings the power of omnichannel customer interactions to the Sugar platform, helping you modernize and streamline customer interactions cost-effectively across all communication channels. With SugarLive, you get the power of omnichannel engagement without complexity or costly technology investment.
No-Code Customizations
Drop-down based views Setup Required	You can now show the most important information to the user based on the context of each record.
Purchase Tracking
Purchases Setup Required	Create Purchase records that represent the products or services you provide to your clients. Purchases gives a historically accurate and time-aware picture of the status and value of your accounts.
Purchase History Dashlet	The Purchase History Dashlet shows all the current account’s purchases regardless of the start or end date of the purchase record. The dashlet also shows each purchase’s name, date range, quantity, and total.
Purchased Line Items Setup Required	Use the Purchased Line Items module to give you and your team an accurate and succinct picture of what, how much, and when your customers purchased from you.
Sales Acceleration
Doc Merge	Enable users to spend less time fussing with documents and more time delighting customers by creating beautiful, templated documents and merging data from one or more Sugar modules, all without writing a single line of code. Popular examples include NDAs, proposals, contracts, labels, form letters, and more.
Focus Drawers	Tired of switching between tabs to get all the data you need? Focus drawers give you a 360-degree view of all things related to that record in a series of dashlets, including calls, meetings, purchase history, and active subscriptions.
Knowledge Base Search Dashlet	The Knowledge Base Search dashlet gives you quick access to published articles in the Knowledge Base module with a search bar and a tree-based view. Add the Knowledge Base Search dashlet to add to any dashboard in Sugar.
Subscription Management and Add-Ons
Renewals Console	Easily manage subscription-based business activity by giving your sales teams complete visibility into all of the products a customer is actively subscribed to with Sugar’s Renewals Console. Users can quickly find the subscription duration, start, and end dates of each product in an intuitive timeline format and can add products that have defined start and end dates (like annual service contracts or monthly subscriptions) to opportunities and quotes with a single click.
Active Subscriptions Dashlet	Get a quick peek into all your current subscription renewal accounts, including each purchase’s name, quantity of units, and purchased line item. You’ll also find a simple bar chart that displays time elapsed and time remaining for each subscription.
Automated Renewal Pipeline Creation Setup Required	When you close an opportunity containing a renewable service, Sell will automatically create a renewal opportunity with an expected close date that aligns with the end date of the renewable service.
Coterminous Add-ons Setup Required	Sell streamlines the process of adding additional services or products onto existing business by keeping dates consistent and automatically updating the related renewal opportunity and revenue line item(s).

Converting From Professional to Enterprise for On-Prem Customers

Alex Nassi — Thu, 04 May 2023 20:40:20 GMT

Current Revision posted to Documentation by Alex Nassi on 5/4/2023 8:40:20 PM

This article walks you through five simple steps to convert your On-Premise Sugar instance from Sugar Professional to Enterprise for our On-Premise customers. Sugar Professional instances hosted on SugarCloud will be updated automatically and no actions need to be taken on your part.

Note: If you work with a Sugar authorized partner, please contact your partner directly before following the steps below. Your partner will be able to review your Sugar instance and provide guidance on the proper series of steps applicable to your instance.

The steps to unlock the power of Enterprise

Identify your Sugar Professional version
Downloading Conversion Package
Go Convert!
Going live (production conversion)

Identify your Sugar Professional version

Check your current Sugar instance version by visiting "User Icon -> About" within Sugar, or inspecting the file named sugar_version.php, located in the main Sugar folder where your instance is installed.
- Regardless of which approach you use, you will need to note the Sugar Flavor (will be set to PRO for Sugar Professional customers) and your version number (e.g. 9.2.1). Knowing the full version is important as you will need that information when choosing the conversion files to download.
Verify that you are on a Supported Sugar version by visiting this Support Platforms
1. If yes, you are good to continue to the next step!
2. If no, we suggest you upgrade to a minimum supported version before continuing with the conversion. If you decide to move forward with an unsupported version, you may find that conversion files are not available for download for your version in the Downloads Store. If that is the case for your scenario, you will need to contact the Sugar Support Team to get the appropriate conversion package for your instance.

Downloading Conversion Package

Sugar's conversion package is available to you on SugarCRM's download store.

Select "Enterprise" on Downloads dropdown
Choose Major (on-premises) version (e.g. 11.0.4) (patch versions also have conversion packages)
Download "SugarPro-to-SugarEnt-Conversion-*.zip" Backup your instance database and filesystem

Make sure your database is fully backed up. Conversion scripts apply changes to the database that cannot be easily reverted or undone. If an issue surfaces causing the conversion to fail, you will need to utilize your backup to restore the database. Information on the changes to the schema can be found in our ApiDocs website. This article provides some good insights and guidelines for backing up your database: Moving Sugar to Another Server.

Take a backup of your instance's file system by copying it, using tar, or any other strategy you'd like to go with, just make sure you also include your uploads folder (if not in the same directory). The process used is not important, so long as the backup includes the full contents of your Sugar and uploads folders.

Go Convert!

At this point, you have safely stored your instance backups, and you're now ready to begin the conversion from Sugar Professional to Sugar Enterprise. However, we strongly advise you to perform this conversion step in a test/sandbox environment first before executing it in a production environment. This will allow you to identify and address any issues or conflicts that may arise, ensuring a smooth transition to Sugar Enterprise. The health check scanner will run as part of the conversion process to ensure that your instance is suitable for conversion. If any issues (red flags) are detected that are deemed incompatible for conversion, the health check will fail and you will not be able to proceed with the conversion until the issues have been resolved.

Use the following steps to convert your Sugar instance from Professional to Enterprise:

Navigate to Admin > Upgrade Wizard.
In Step 1 of the upgrade wizard, click the Choose File button and select the conversion package from your local machine then click "Upload". The health check will now begin to run.
Step 2 of the upgrade wizard will display the health check results marked by different colored icons. Click "Confirm" to proceed with the conversion. 
Note: The Confirm button will be disabled if any issues deemed incompatible for conversion are detected. 
- Green Checkmark: Health check passed. Any customizations detected in your instance marked with a green checkmark will be converted properly.
- Yellow Ellipsis: Health check passed. Output is generated for issues that require attention. Should you choose to proceed with the conversion despite warnings, keep in mind the following: 
  - Your instance may contain customizations that will prevent certain modules from getting converted to Sugar's Sidecar user interface, leaving them with the Legacy user interface. 
  - Your customizations may be modified or disabled to facilitate the conversion. 
- Red Exclamation: Health check failed. Any issues deemed incompatible for conversion will need to be resolved before proceeding. Click the Export Log button to view the log file and troubleshoot the issue.
  
  Refer to the Troubleshooting Health Check Output section of the knowledge base for details on resolving health check errors.
A progress bar will display on the following screen showing each step (Upload the upgrade package, Healthcheck, Pre-upgrade, Upgrade, etc.) being completed. Once the conversion is completed successfully, click the Go to Home Page button. 
Note: You can click the Export Log button if you wish to view the log file for the conversion.
Navigate to the About page in Sugar and it should now display your Sugar version with the letter "E" in the build number to indicate that you are now on Sugar Enterprise (e.g., "Version 11.0.0 (Build XXX E) (Q2 2021)").

Note: The Silent Upgrader may also be used to convert via the command line.

Going live (production conversion)

On conversion day for Production, follow the same steps as before with the extra caution of ensuring all your users are logged out from the system and no processes are running (e.g. integrations, scheduled tasks). This isn't mandatory but would avoid concurrency in the conversion process and disruption and/or inconsistencies in your database.

You did it! Now you can begin using the new features of Enterprise.

Converting From Professional to Enterprise for On-Prem Customers

Alex Nassi — Thu, 04 May 2023 20:38:22 GMT

Revision 2 posted to Documentation by Alex Nassi on 5/4/2023 8:38:22 PM

Converting From Professional to Enterprise for On-Prem Customers

The steps to unlock the power of Enterprise.

Identify your Sugar Professional version
Ensure you are running a supported version of Sugar Professional
Ensure your license has been Converted to Enterprise
Downloading Conversion Package
Backup your instances' database
Backup your instance's filesystem
Go Convert!
Going live (production conversion)

Identify your Sugar Professional version

Check your current Sugar instance version by visiting "User Icon -> About" within Sugar, or inspecting the file named sugar_version.php, located in the main Sugar folder where your instance is installed.
- Regardless of which approach you use, you will need to note the Sugar Flavor (will be set to PRO for Sugar Professional customers) and your version number (e.g. 9.2.1). Knowing the full version is important as you will need that information when choosing the conversion files to download.
Verify that you are on a Supported Sugar version by visiting this Support Platforms
1. If yes, you are good to continue to the next step!
2. If no, we suggest you upgrade to a minimum supported version before continuing with the conversion. If you decide to move forward with an unsupported version, you may find that conversion files are not available for download for your version in the Downloads Store. If that is the case for your scenario, you will need to contact the Sugar Support Team to get the appropriate conversion package for your instance.

Downloading Conversion Package

Sugar's conversion package is available to you on SugarCRM's download store.

Select "Enterprise" on Downloads dropdown
Choose Major (on-premises) version (e.g. 11.0.4) (patch versions also have conversion packages)
Download "SugarPro-to-SugarEnt-Conversion-*.zip" Backup your instance database and filesystem

Go Convert!

Use the following steps to convert your Sugar instance from Professional to Enterprise:

Navigate to Admin > Upgrade Wizard.
In Step 1 of the upgrade wizard, click the Choose File button and select the conversion package from your local machine then click "Upload". The health check will now begin to run.
Step 2 of the upgrade wizard will display the health check results marked by different colored icons. Click "Confirm" to proceed with the conversion. 
Note: The Confirm button will be disabled if any issues deemed incompatible for conversion are detected. 
- Green Checkmark: Health check passed. Any customizations detected in your instance marked with a green checkmark will be converted properly.
- Yellow Ellipsis: Health check passed. Output is generated for issues that require attention. Should you choose to proceed with the conversion despite warnings, keep in mind the following: 
  - Your instance may contain customizations that will prevent certain modules from getting converted to Sugar's Sidecar user interface, leaving them with the Legacy user interface. 
  - Your customizations may be modified or disabled to facilitate the conversion. 
- Red Exclamation: Health check failed. Any issues deemed incompatible for conversion will need to be resolved before proceeding. Click the Export Log button to view the log file and troubleshoot the issue.
  
  Refer to the Troubleshooting Health Check Output section of the knowledge base for details on resolving health check errors.
A progress bar will display on the following screen showing each step (Upload the upgrade package, Healthcheck, Pre-upgrade, Upgrade, etc.) being completed. Once the conversion is completed successfully, click the Go to Home Page button. 
Note: You can click the Export Log button if you wish to view the log file for the conversion.
Navigate to the About page in Sugar and it should now display your Sugar version with the letter "E" in the build number to indicate that you are now on Sugar Enterprise (e.g., "Version 11.0.0 (Build XXX E) (Q2 2021)").

Note: The Silent Upgrader may also be used to convert via the command line.

Going live (production conversion)

You did it! Now you can begin using the new features of Enterprise.

Converting From Professional to Enterprise for On-Prem Customers

Alex Nassi — Thu, 04 May 2023 15:47:27 GMT

Revision 1 posted to Documentation by Alex Nassi on 5/4/2023 3:47:27 PM

Converting From Professional to Enterprise for On-Prem Customers

This article walks you through converting your on-site Sugar instance from Sugar Professional to Enterprise for our on-premises customers. Sugar Professional instances running in SugarCloud will be updated automatically and no actions need to be taken. We put together a checklist with actions to be taken to ease this conversion process. It's always a good idea to perform this initial conversion in a staging/QA environment first before applying in production.

Note: If you work with a Sugar authorized partner, please contact your partner directly before following these steps. Your partner will be able to review your Sugar instance to be sure that there will be no troubles with running the script detailed in this guide

What you need checklist:

Identify your Sugar Professional version
Ensure you are running a supported version of Sugar Professional
Ensure your license has been Converted to Enterprise
Downloading Conversion Package
Backup your instances' database
Backup your instance's filesystem
Go Convert!
Going live (production conversion)

Identify your Sugar Professional version

Sugar's version can be found in the UI by going to "User Icon ->; About" or in the instance's filesystem in the sugar_version.php file.

In both approaches, note your Sugar Flavor (will be PRO for Sugar Professional customers) and your version number (x.y.z). Pay particular attention to the "x" and "z" version values as you'll need that information when choosing to conversion files download.

Note: We suggest you do license conversion only as your first step and no version upgrades until successfully converting from Professional to Enterprise.

Ensure you are running a supported version of Sugar Professional

If your instance's version is not in the Support Matrix you should upgrade it to a supported version before continuing. We do not suggest trying to convert an unsupported version of Sugar Professional to Sugar Enterprise.

Ensure your license has been Converted to Enterprise

SugarCRM will send your Primary Support Contacts an email when your license has been converted to Enterprise, which unlocks your Downloads Conversion Package in the Sugar Store (see below).

There are no new licenses issued; your existing license will be converted without changing the key. Furthermore, your license term (start/end) dates will not change and will be respected. At this point, your license key will be enabled for Sugar Professional and Sugar Enterprise which gives you access to the installation, upgrade, and conversion files for both editions.

All your Professional instances will continue to work even if they are using a license key that has been converted from Professional to Enterprise.

Downloading Conversion Package

Sugar's conversion package will be available to you on SugarCRM's download store.

Select "Enterprise" on Downloads dropdown **
Choose Major (on-premises) version (x.0.x) (patch versions also have conversion packages)
Download "SugarPro-to-SugarEnt-Conversion-*.zip"

* If you're in a non-supported version of Professional, we strongly recommend that you upgrade first to the minimum supported version before continuing.
** This option is available after your license has been converted to Enterprise by our internal team, if you still see Professional, most likely you'll be getting it soon.
*** if you're running versions 8 or older, you will need to contact support at support@sugarcrm.com to get conversion packages.

Backup your instances' database

Make sure your database is fully backed up. Conversion scripts do apply both DML and DDL changes to the database. If an issue happens during conversion, you can restore from the backups. Changes to the schema can be found in our ApiDocs website. This article provides some good insights and guidelines to backup your DB Moving Sugar to Another Server.

Backup your instance's filesystem

Take a backup of your instance's file system, you can copy it, tar it, or whatever strategy you'd like to go with, just make sure you also include your uploads folder (if not in the same directory).

Go Convert!

The health check scanner will run as part of the conversion process to ensure that your instance is suitable for conversion. If any issues (red flags) are detected that are deemed incompatible for conversion, the health check will fail and you will not be able to proceed with the conversion until the issues have been resolved.

Use the following steps to convert your Sugar instance from Professional to Enterprise:

Navigate to Admin >; Upgrade Wizard.
In Step 1 of the upgrade wizard, click the Choose File button and select the conversion package from your local machine then click "Upload". The health check will now begin to run.
Step 2 of the upgrade wizard will display the health check results marked by different colored icons. Click "Confirm" to proceed with the conversion.
Note: The Confirm button will be disabled if any issues deemed incompatible for conversion are detected.
- Green Checkmark: Health check passed. Any customizations detected in your instance marked with a green checkmark will be converted properly.
- Yellow Ellipsis: Health check passed. Output is generated for issues that require attention. Should you choose to proceed with the conversion despite warnings, keep in mind the following:
  - Your instance may contain customizations that will prevent certain modules from getting converted to Sugar's Sidecar user interface, leaving them with the Legacy user interface.
  - Your customizations may be modified or disabled to facilitate the conversion.
- Red Exclamation: Health check failed. Any issues deemed incompatible for conversion will need to be resolved before proceeding. Click the Export Log button to view the log file and troubleshoot the issue.
  
  Refer to the Troubleshooting Health Check Output section of the knowledge base for details on resolving health check errors.
A progress bar will display on the following screen showing each step (Upload the upgrade package, Healthcheck, Pre-upgrade, Upgrade, etc.) being completed. Once the conversion is completed successfully, click the Go to Home Page button.
Note: You can click the Export Log button if you wish to view the log file for the conversion.
Navigate to the About page in Sugar and it should now display your Sugar version with the letter "E" in the build number to indicate that you are now on Sugar Enterprise (e.g., "Version 11.0.0 (Build XXX E) (Q2 2021)").

Note: The Silent Upgrader may also be used to convert via the command line.

Going live (production conversion)

At production conversion day, follow the same steps as before with the extra caution to have all your users logged out from the system and no processes running. This isn't mandatory but would avoid concurrency in the conversion process and disruption and/or inconsistencies in your database.

Documentation

New features when moving from Professional to Ent

My New Features

Table of Contents

Automation

Employee Schedule Management

External Omni-Channel Comms

Internal Communications

No-Code Customizations

Purchase Tracking

Sales Acceleration

Subscription Management and Add-Ons

Documentation

New featurs when moving from Professional to Ent

My New Features

Table of Contents

Automation

Employee Schedule Management

External Omni-Channel Comms

Internal Communications

No-Code Customizations

Purchase Tracking

Sales Acceleration

Subscription Management and Add-Ons

New features when moving from Ent to Sell

My New Features

Table of Contents

AI Assistance - SugarPredict

Automation

Employee Schedule Management

External Omni-Channel Comms

No-Code Customizations

Purchase Tracking

Sales Acceleration

Subscription Management and Add-Ons

New features when moving from Professional to Sell

My New Features

Table of Contents

Automation

Employee Schedule Management

External Omni-Channel Comms

Internal Communications

No-Code Customizations

Purchase Tracking

Sales Acceleration

Subscription Management and Add-Ons

Conversion to Sugar Enterprise FAQ

Table of Contents