Skip navigationLog in to follow, share, and participate in this community. Hi, I am trying to add tags to opportunities that I don't own so I can track them. I am not the overall opportunity owner or the line items; nor even a team member. In SalesConnect you could add a tag... Adding tags to opportunites I don't own
BackI have a list of deals that I have favorited. Is there a way to get an email notification every time when sales stage changed for all my favorited deals? Thanks How to get notified when sales stage changed
BackThe comfort of work with historical data and planned actions in CRM system significantly influence common efficiency of CRM users day-to-day work and User Adoption overall. In this short article, we compare ca... Sugar Event Management Suite vs Salesforce Lightning Activity Timeline
BackDate: May 16, 2019 Time: 4:00 - 4:30 PM UTC+1 Especially useful for: Any Sugar users Sugar evangelists Why it's worth attending: Find out how to save up to 30 minutes per day and make CRM system more comfortable fo... Webinar: How to Free Up 30 Min Daily for Each CRM User
BackJust wanted to share with the community in the Sugar 9 topic that the development partners have been hard at work getting add-ons ready for Sugar 9. The below linked page contains a list of all the SugarOutfitters ver... Date: April 23, 2019 Time: 4:00 - 4:30 PM UTC+1 Especially useful for: Everyone who is still selecting a CRM system Sugar users who want to make their work more efficient Sugar evangelists Why it's worth attending:... Webinar: How to Disrupt the Status Quo in Work with CRM Data
BackTOPIC: HOW TO ADD BUNDLE OF PRODUCTS TO THE QUOTE Date: April 4, 2019 Time: 3:00 - 4:00 PM UTC+0 Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community member who helps Sugar Users to ... Webcast: Let’s Practically Apply Sugar Configuration over Code Development
BackDate: March 14, 2019 Time: 4:00 - 4:30 PM UTC+0 Especially useful for: Account managers, Customer Success Managers, Sales Managers Every Sugar user who wants to make own work more efficient Sugar evangelists Suga... WEBINAR: How You Can Improve Efficiency of Account Managers in Any Bank
BackDate: March 5, 2019 Time: 4:00 - 4:30 PM UTC+0 Especially useful for: Marketing managers who use or consider using GoToWebinar Sugar consultants Sugar admins Sugar professionals who use or consider using Logic Bui... WEBINAR: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming
BackEvery business uses not only tasks, calls and meetings but also a lot of key dates and deadlines to develop successful and profitable relationships. Sugar is a fantastic tool that helps to collect and manage any custo... How You Can Easily Track All Activities and Key Dates of All Related Entities at Any Level
BackDate: February 26, 2019 Time: 4:00 - 4:30 PM UTC+0 Especially useful for: Sugar Users who want to make own work more efficient Sugar evangelists Sugar Admins Why it is worth attending: You can easily sta... WEBINAR: How to Enhance Sugar to Stay on Top of Everything
BackDate: February 14, 2019 Time: 4:00 - 4:40 PM UTC+0 Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community member who helps Sugar Users to meet their CRM expectations Why is it worth... Apply Sale Discount to the Quote: Let’s Practically Apply Sugar Configuration over Code Development
BackDate: January 30, 2019 Time: 4:00 - 4:20 PM UTC+0 Especially useful for: Sugar Users Sugar Solution Consultants Sugar Admins Why it is worth attending: Each business is unique, but in any business, all C... Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data
BackTOPIC: ENHANCING ADVANCED WORKFLOW. DATA EXCHANGE WITH OTHER SYSTEMS Date: January 24, 2019 Time: 4:00 PM - 5:00 PM UTC+0 Why would I need it? because I am Sugar admin, Sugar evangelist or proactive community memb... Webcast: Let’s Practically Apply Sugar Configuration over Code Development
BackHi, I am trying to build a report for all our current active Accounts and I am trying to add the most recent invoice issued for those accounts. We offer subscription licenses to our customers with a mismatch between ... Report on most recent Invoices Issued
BackWe are glad to present a new cool feature in TimeLine Viewer - filtering My TimeLine feed based on the regular Sugar report. You may ask: What do I get from this and how it will make my work easier? Fo... New Cool Feature in TimeLine Viewer 2.1 Adds Power to Your Sugar Dashboard and Saves Your Time
BackSugar is evolving at a rapid pace, with new features added to improve employee efficiency, productivity and their work convenience. If you still use less than Sugar version 8, it is a time to plan a Sugar upgrade. Sug... How to Upgrade Sugar Successfully and Receive Maximum Benefits?
BackNo doubt Sugar dashboard is a powerful tool for regular Sales Management. Special diagrams like Pipeline or Forecast, reports diagrams and filtered list views help to see the current state of sales, to analyze opportu... How to Make Your Sales Management Dashboard Even More Powerful
BackI have evaluated 3 applications as above and am having difficulty making a decision. We will have 100 users in sales, marketing and customer service. Reprting, portal, sales, issue management plus quotations are impor... Choosing between salesforce, sugar and suitecrm
BackDate: June 14, 2018 Time: 4:00 - 4:45 PM UTC+1 Especially useful for: Marketing representatives Marketing managers Sugar evangelists Sugar admins Why it's worth attending: Get to know how to decrease time on e... Webinar: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort
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