Cold Calling with Sugar CRM

Hello together,

we are currently in the process of cold calling with Sugar CRM. For this we have imported over 2000 data records (companies & contact persons) into the system.

Now we have noticed that we can only work contact person oriented via the Lead module.

What is the standard Sugar CRM process for cold calling with such high data volumes?

Can you help us further?

Parents

0 Enrico Simonetti over 3 years ago
Patrick Noerenberg,

Perhaps this knowledge base article might help you clarify a little https://support.sugarcrm.com/Knowledge_Base/Getting_Started/Introduction_to_Contacts_Leads_and_Targets/#Targets

Targets can be converted to Leads. Leads can be converted to Contacts, Accounts and Opportunities (optionally)
--

Enrico Simonetti

Sugar veteran (from 2007)

www.naonis.tech

Feel free to reach out for consulting regarding:

API Integration and Automation Services

Sugar Architecture

Sugar Performance Optimisation

Sugar Consulting, Best Practices and Technical Training

AWS and Sugar Technical Help

CTO-as-a-service

Solutions-as-a-service

and more!

All active SugarCRM certifications

Actively working remotely with customers based in APAC and in the United States
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0 Enrico Simonetti over 3 years ago
Patrick Noerenberg,

Perhaps this knowledge base article might help you clarify a little https://support.sugarcrm.com/Knowledge_Base/Getting_Started/Introduction_to_Contacts_Leads_and_Targets/#Targets

Targets can be converted to Leads. Leads can be converted to Contacts, Accounts and Opportunities (optionally)
--

Enrico Simonetti

Sugar veteran (from 2007)

www.naonis.tech

Feel free to reach out for consulting regarding:

API Integration and Automation Services

Sugar Architecture

Sugar Performance Optimisation

Sugar Consulting, Best Practices and Technical Training

AWS and Sugar Technical Help

CTO-as-a-service

Solutions-as-a-service

and more!

All active SugarCRM certifications

Actively working remotely with customers based in APAC and in the United States
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel

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