We continue our series of webcasts on how to configure SugarCRM instead of code development. If you are new to our webcasts, here’s the point – we talk about how to implement various SugarCRM customizations – simple and complex – without programming. You can always watch our past SugarCRM webinars, webcasts and video tutorials here: https://integroscrm.com/sugarcrm-video-tutorials-and-webinars/.
Today we will show you how to preprocess tons of SugarCRM data for the efficient sending of recipient-friendly emails. As an example, we will take the task “When Opportunity is closed as Closed Won, send Email with all order details to the engineer department”. This solution allows you to simplify the work of your salespeople significantly, and you can also apply this knowledge to solve other SugarCRM customization tasks. As usual, no programming knowledge is needed.