Author: Viktoriia 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
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 tutorial, we demonstrate how to deal with SugarCRM 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 SugarCRM custom modules in more detail. Read more
If you use SugarCRM, you probably know how important it is for lead management to always keep Lead status updated. Failing to do this may lead to the situation when you forget to process Lead timely.
In this SugarCRM video tutorial, 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