Logic Builder for CRM

Logic Builder Cases Library. Complementing SugarCRM Hint, Enhancing B2B Sales Rep Productivity

Logic Builder Cases Library. Complementing SugarCRM Hint, Enhancing B2B Sales Rep ProductivityAuthor: Viktoria Polishchuk, CRM Consultant

This task was solved within the presentation of sales rep productivity enhancement possibilities for PrimeTel (Cyprus), a national operator of the entire range of telecommunication services (mobile and fixed communication, IP TV, backbone, commercial and home internet).

In the B2B segment, the company serves both large transnational companies and a large number of SMB customers. Read more »

Logic Builder How-To. Dealing with Custom Modules [Video]

Basic Notification Example [Video]Sometimes out-of-the-box SugarCRM modules don’t fully satisfy your needs, and you have to create custom modules instead.

In this short video we demonstrate how to deal with custom modules in Logic Builder. As a matter of fact, there is no big difference if you work with a custom module or a standard one. However, this illustrative example explains the principle of working with custom modules in more detail. Read more »

Logic Builder How-To. New Note Gets Lead to In Process Status [Video]

Basic Notification Example [Video] If you use SugarCRM, you probably know how important it is to always keep Lead status updated. Failing to do this may lead to the situation when you forget to process Lead timely.

In this video we share an example of implementing simple logic for Leads in Sugar, using Logic Builder. You’ll see how a Lead automatically gets In Process status, once a new Note is added to Lead. Quite useful SugarCRM customization, isn’t it? Read more »