Every User – Enabling Users with the tools todo their jobs better by leveraging Sugar’s built-in features, to improve user adoption andultimately fosters essential collaborationbetween all teams.
Presentation Topics• Overlooked Features• Interesting Uses for Workflows• Time-saving Best Practices• New Features4
Neat Yet Overlooked Features1. Create an Opportunity from a Quote– Populate Products under Accounts record2. Create a Contact Role for an Opportunity3. Skype Integration in System Settings– Click to call4. Employee Phone Book5. Searching a Comma-Separated List6. Favorite Reports and Scheduling Reports5
#7 Interesting Uses for Workflows• Auto-create a task when a Opportunity closes• Email a customer when a note has been addedto a case• Auto-reply to a contact after a case has beencreated through the Portal• Auto-respond to a lead when its created from aWeb-To-Lead form• Notify a user when a Opportunity has been inthe same stage for “too long”• Notify the Legal team that a contract is ready forreview6
Time-Saving Best Practices8. “Current User” and “Department”Reports criteria9. Recently view items10. Control key in List View to open multipletabs in your browser11. Bypass the Detail View, and go straightto the Edit View12. “Get Data” button to enhance your datathrough connectors7
New(ish) Features13. PDF Manager14. Sugar Portal enhancements15. Create Recurring Meetings and Calls16. SugarCRM Mobile App17. Updated Forecasts Module8
(at least) 10 Things You Didn’t KnowYou Could Do with SugarCRMQuestions?Thank you for attending this session9