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Creating Advanced Searches through our newly customised CRM

SugarCRM
6.4K subscribers
13 views 5 months ago
In the second session of the series, we will be focusing on Creating Advanced Searches in your Accounts Section of the system. Aimed at beginners, and in just 30 minutes, we’ll show you how to: • Search under different criteria other than account name/number. • Use data from your ERP to create searches for territories, sales reps etc. • Use our newly Customised CRM to create advanced searches, ready to be used in Campaigns. ...more
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Creating Advanced Searches through our newly customised CRM
0Likes
13Views
Jan 172025
In the second session of the series, we will be focusing on Creating Advanced Searches in your Accounts Section of the system. Aimed at beginners, and in just 30 minutes, we’ll show you how to: • Search under different criteria other than account name/number. • Use data from your ERP to create searches for territories, sales reps etc. • Use our newly Customised CRM to create advanced searches, ready to be used in Campaigns.

Follow along using the transcript.

SugarCRM

6.4K subscribers