Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data [Recording]

Each business is unique, but in any business, all CRM users need to monitor and manage multiple future actions:

• date & time of calls and meetings
• start and finish date of tasks
• expected close dates for opportunities, RLI, quotas
• “valid until” dates for quotes or proposals
• renewal dates in contracts, products, subscriptions or other custom objects
• any “postpone until” dates in leads, opportunities, quotes, cases, documents or specific custom objects

During the webinar “How to Control Any-and-All Future Actions Without Digging into Sugar Data”, we show how to make all these possible in Sugar with Need ToDo Viewer add-on. You may also extend this list with your own need-to-do actions.

This SugarCRM webinar is especially useful for:
• Sugar Users
• Sugar Solution Consultants
• Sugar Admins