I have Version 7.2.1 Sugar Version 6.5.20 (Build 1001) and I am a little confused. This is the first CRM I have installed so I only have very basic knowledge.
We have imported 600 odd contacts and I would now like to categorise them into a few different groups, for instance GP’s, Psychologists, Psychiatrists, Counsellors, etc.
I just can't see a way of achieving this. Is there a real simple method?
Thanks very much for your help and advice.