How can I share a lead's information with an Account?

We are a manufacturer that only sells to third-party authorized dealers. We still do our own marketing and collect leads on behalf of our dealers. We normally forward the contact information of a lead to the appropriate dealer. Now that we are using SugarSell, I am having a hard time sending the dealers the lead's contact information. Dealers do not have a Sugar account. When I go to the leads contact card and select "Share" it only sends a link that requests a username and password. Is there another way?

Parents Reply
  • is totally right about:

    custom extension (to enable portal visibiility)

    $dictionary['Class']['portal_visibility'] = [
        'class' => 'Module',
        'links' => [
            'Accounts' => 'accounts_link',
            'Contacts' => 'contacts_link',

    and custom view (to enable configuring record and list view for Portal). Custom views must be placed inside core module (modules/Module/clients/portal/views/) in order to let Studio realize that module is portal enabled.

    Additionally you have to enable that module into Role "Customer Self-Service Portal Role".

    Finally you have to run QRR and Repair Roles.

    You will be able to modify the views record and list of that module for Portal. Mind you also need to move the target module from tab "Hidden Modules" to "Displayed Modules".

    On authenticating with a valid Portal User you will be able access that module accordingly.

    Portal platform is "almost" as flexible as base platform is.

    We had implemented pretty amazing features for some customers, like:

    • Filters
    • Custom dashlets
    • Modules dashboards
    • Subpanels
    • Readonly Reports built in the base platforms
    • Dynamic and wizard layout for Cases create view
    • Custom and complex Portal Visibility Strategies

    In short words, it is possible to evolve the Customer User experience, leveraging relationships.

    André Lopes
    Lampada Global
    Skype: andre.lampada