• Adding tags to opportunites I don't own

    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...
    Scott Kimbleton
    last modified by Scott Kimbleton
  • How to get notified when sales stage changed

    I 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
    dennis lee
    last modified by dennis lee
  • Sugar Event Management Suite vs Salesforce Lightning Activity Timeline

    The 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...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Webinar: How to Free Up 30 Min Daily for Each CRM User

    Date: 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...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Add-ons for Sugar 9

    Just 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...
    Jason Eggers
    created by Jason Eggers
  • Webinar: How to Disrupt the Status Quo in Work with CRM Data

    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:...
  • Webcast: Let’s Practically Apply Sugar Configuration over Code Development

    TOPIC: 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 ...
  • WEBINAR: How You Can Improve Efficiency of Account Managers in Any Bank

    Date: 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: GoToWebinar & Sugar Integration or How to Automate Webinars Leads Processing Without Programming

    Date: 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...
  • How You Can Easily Track All Activities and Key Dates of All Related Entities at Any Level

    Every 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...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • WEBINAR: How to Enhance Sugar to Stay on Top of Everything

    Date: 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...
  • Apply Sale Discount to the Quote: Let’s Practically Apply Sugar Configuration over Code Development

    Date: 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...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Webinar: How to Control Any-and-All Future Actions Without Digging into Sugar Data

    Date: 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...
  • Webcast: Let’s Practically Apply Sugar Configuration over Code Development

    TOPIC: 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...
  • Report on most recent Invoices Issued

    Hi, 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 ...
    Fabian Varasteh
    last modified by Fabian Varasteh
  • New Cool Feature in TimeLine Viewer 2.1 Adds Power to Your Sugar Dashboard and Saves Your Time

    We 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...
  • How to Upgrade Sugar Successfully and Receive Maximum Benefits?

    Sugar 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...
    Anna Petelina
    last modified by Anna Petelina
  • How to Make Your Sales Management Dashboard Even More Powerful

    No 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...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi
  • Choosing between salesforce, sugar and suitecrm

    I 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...
    fertang
    last modified by fertang
  • Webinar: How to Carry Out Omnichannel Campaign Effectively with Minimum Effort

    Date: 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...
    Zlatyslava Topchyi
    last modified by Zlatyslava Topchyi