Hello. I followed the steps in this link to create a custom dropdown field: HOWTO: Add a search field that searches another module « Sugar Developer Blog – SugarCRM array (… Show more
Hi, I am a new user to SugarCRM (6.5.20 CE) but am fairly satisfied. I need to implement Teams so only a specific team can see the contacts and leads associated with them (and prevent other teams from stealing leads/contacts). I found the Security Suite module but can not afford it at the moment, nor can we pay with paypal of CC. From what i have… Show more
By bridging the gap between Sugar and Google Maps, RT SalesMap helps users track and locate their records on Google Maps within Sugar. The visual representation of Sugar Accounts, Leads, and Contacts enables sales team to situate multiple prospects on Google Maps. It also plans route for the sales team as it integrates GPS to find the best… Show more
TrustSphere Transition Report gives Superpower to SugarCRM users; fight Customer Relationship breakage with a single click!
If staff turnover is kryptonite to your sales and business development, TrustSphere’s Relationship Analytics for Sugar is just the secret weapon you need to save customer relationships! Even when sales reps leave suddenly, TrustSphere’s Transition Report immediately addresses potential turbulence in your customers’ journeys. By visualizing and… Show more
Over 82% of all product research begins with a web search. As buyers increasingly turned to the web to educate themselves, a company's website has become their single most important asset to catch attention and generate interest — and generate leads. In this webinar, we will demonstrate effective tactics to turn your website into a lead generation…
What is Onboarding?Onboarding is the process of welcoming new customers, making sure their questions or issues are addressed, and offering new products and services as the needs become apparent. From welcome calls to user groups to training sessions, onboarding can take many forms, depending on the business. The process is widely regarded as a… Show more
RT CXM is a seamless integration between your WordPress website and Sugar, allowing you to leverage valuable visitor profile information to proactively interact with real time traffic on your website from within the Sugar interface. As soon as a visitor lands on your webpage, RT CXM starts tracking all the visit metrics and provides insights… Show more