(at least) 10
                                                       Things You did
                                      ...
What We’ll Cover


    Some neat yet overlooked features
    Some interesting uses for workflows
    Some time-saving best...
Neat Yet Overlooked Features


    Create an Opportunity from a Quote
      Populate Products under Account record
    Con...
Something to Make You Look Like a Hero


    Clear Button on Search Form




                                  ©2009 Sugar...
Interesting Uses for Workflows


    Auto-create a task when an Opportunity closes
    Email a customer when a note has be...
Time-Saving Best Practices


    “Current User” and “Department” Report criteria
    Recently viewed items
    Control key...
New(ish) Features


    Excel Plugin
    Sugar Wireless
      Handy tool
      Easy to access (same URL)
      Now has its...
Thank you for your time!




                Susie Williams
                Director, System Services
                Suga...
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10 thingsyoudidnotknow

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Presentation from SugarCon 2010 from Sugar University Track, presented by Susie Williams

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10 thingsyoudidnotknow

  1. 1. (at least) 10 Things You did not know you could do with SugarCRM Susie Williams Dir. System Services SugarCRM 4/26/2010 ©2009 SugarCRM Inc. All rights reserved. 1
  2. 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. 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. 4. Something to Make You Look Like a Hero Clear Button on Search Form ©2009 SugarCRM Inc. All rights reserved.
  5. 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 ©2009 SugarCRM Inc. All rights reserved. 4/26/2010 5
  6. 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. 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. 8. Thank you for your time! Susie Williams Director, System Services SugarCRM swilliams@sugarcrm.com ©2009 SugarCRM Inc. All rights reserved.
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