SugarCRM includes a workflow engine that enables users to automate key business processes inside their CRM system. These workflows can trigger alerts or assign tasks in order to make it easier for sales, marketing and support agents to perform their daily tasks in an optimal fashion. With the release of 6.1.0, Sugar Logic introduces a new facet to consider when designing workflows. And of course, the flexible nature of SugarCRM allows users to dream up any number of custom workflows using the engine. Learn the basics of building workflows from Sugar Support Manager Chris Raffle in this learning session.
Presented by Chris Raffle at SugarCon 2011.