1. (at least) 10 Things You Didn’t Know You
Could Do with SugarCRM
April 2013

2. Every Customer
Every User
Every Time

3. Every User – Enabling Users with the tools to
do their jobs better by leveraging Sugar’s built-
in features, to improve user adoption and
ultimately fosters essential collaboration
between all teams.

4. Presentation Topics
• Overlooked Features
• Interesting Uses for Workflows
• Time-saving Best Practices
• New Features
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5. Neat Yet Overlooked Features
1. Create an Opportunity from a Quote
– Populate Products under Accounts record
2. Create a Contact Role for an Opportunity
3. Skype Integration in System Settings
– Click to call
4. Employee Phone Book
5. Searching a Comma-Separated List
6. Favorite Reports and Scheduling Reports
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6. #7 Interesting Uses for Workflows
• Auto-create a task when a Opportunity closes
• Email a customer when a note has been added
to a case
• Auto-reply to a contact after a case has been
created through the Portal
• Auto-respond to a lead when its created from a
Web-To-Lead form
• Notify a user when a Opportunity has been in
the same stage for “too long”
• Notify the Legal team that a contract is ready for
review
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7. Time-Saving Best Practices
8. “Current User” and “Department”
Reports criteria
9. Recently view items
10. Control key in List View to open multiple
tabs in your browser
11. Bypass the Detail View, and go straight
to the Edit View
12. “Get Data” button to enhance your data
through connectors
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8. New(ish) Features
13. PDF Manager
14. Sugar Portal enhancements
15. Create Recurring Meetings and Calls
16. SugarCRM Mobile App
17. Updated Forecasts Module
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9. (at least) 10 Things You Didn’t Know
You Could Do with SugarCRM
Questions?
Thank you for attending this session
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