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 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 »

Effective Message in SugarCRM. TimeLine Viewer Best Practice

Effective Message in SugarCRM. TimeLine Viewer Best PracticeAuthor: Nikolay Bulava, CEO

Integros features TimeLine Viewer, SugarCRM add-on that helps to facilitate a 360° view in the CRM system by posting its and other systems’ value adding activities on the time line.

This is an opening article of our series TimeLine Viewer best practice usage where we will share hands-on guidance on adding the content to TimeLine Viewer in order to increase users’ performance and comfort of work. Read more »