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Things You Did Not Know

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  • 1. (at least) 10 Things You did not know you could do with SugarCRM Susie Williams Dir. System Services SugarCRM 04/30/10 ©2009 SugarCRM Inc. All rights reserved.
  • 2. What We’ll Cover
    • Some neat yet overlooked features
    • Some interesting uses for workflows
    • Some time-saving best practices
    • Some new features
    ©2009 SugarCRM Inc. All rights reserved.
  • 3. Neat Yet Overlooked Features
    • Create an Opportunity from a Quote
      • Populate Products under Account record
    • Contact Role in Opportunity
    • SkypeOut Integration in System Settings
      • Click-to-call
    • Employee Phone Book
    • Searching a comma-separated list
    • Favorite Reports
    • Team Notices (MOTD)
    ©2009 SugarCRM Inc. All rights reserved.
  • 4. Something to Make You Look Like a Hero
    • Clear Button on Search Form
    ©2009 SugarCRM Inc. All rights reserved.
  • 5. Interesting Uses for Workflows
    • Auto-create a task when an Opportunity closes
    • Email a customer when a note has been added to a case
    • Auto-reply to a contact after a case has been created through the Portal
    • Auto-respond to a lead when its created from a Web-To-Lead form
    • Notify a user when an Oppty has been in the same stage for “too long”
    • Notify the Legal team that a contract is ready for review
    04/30/10 ©2009 SugarCRM Inc. All rights reserved.
  • 6. Time-Saving Best Practices
    • “ Current User” and “Department” Report criteria
    • Recently viewed items
    • Control key in list view to open multiple tabs
    • Right click close other tabs
    • Bypass the Detail view, go straight to Edit view
    • Don’t Forget View Summary on History Sub-Panel
    • Dashlets
    • “ Get Data” button to enhance your data
    ©2009 SugarCRM Inc. All rights reserved.
  • 7. New(ish) Features
    • Excel Plugin
    • Sugar Wireless
      • Handy tool
      • Easy to access (same URL)
      • Now has its own editor
    • Connectors (new for 5.2)
      • Jigsaw, Hoovers, Zoominfo, LinkedIn
      • Twitter connector from Synolia, GetSocial Twitter
    ©2009 SugarCRM Inc. All rights reserved.
  • 8. Thank you for your time! ©2009 SugarCRM Inc. All rights reserved. Susie Williams Director, System Services SugarCRM [email_address]

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