Sugar is one of the most used CRM applications on the planet. The application has spawned countless books, web sites, blog posts and tweets about interesting things one can do with the platform. This session will save you the time of trolling the web for interesting ideas about how to use Sugar and distill 7 of the coolest things you didnt know you could do with Sugar.

1. 7 THINGS YOU DIDN’T KNOW YOU
COULD DO WITH SUGAR 7
Brieanne Rowe
Training Specialist
SugarCRM
@SugarCRMu #SugarCon

2. Agenda
• 7 Overlooked Features in version 7:
– Setting up Multiple Dashboards
– Adding Rich Content to Activity Streams
– Creating a Quote from a Revenue Line Item
– Using Tabs to Organize Record Views
– Using Record Preview
– Creating New Search Filters
– Using Subpanel Search
2

3. 7 OVERLOOKED SUGAR 7 FEATURES

4. Setting up Multiple Dashboards
4
• Multiple Dashboards can be set up in the Home
Page as well as in the Intelligence Pane

5. Adding Rich Content to Activity Streams
5
• Users have the option
to add external links,
images, videos, and
external messages
(i.e. tweets, news
articles) to their posts.

6. Creating a Quote from a Revenue Line
Item
• Users can generate a Quote from one or more
Revenue Line Items:
– Revenue Line Items record view
– Revenue Line Items subpanel in the Opportunities
Module
6

7. Using Tabs to Organize Record Views
• Administrators can create tabs on a module’s
record view to organize fields into groupings.
7

8. Using Record Preview
• Users have the
option to preview
a record’s details
directly from the
module list view
or subpanel.
8

9. Creating New Search Filters
• Users can create
new search
criteria to allow
for easy filtering
in each Module
list view.
9

10. Using Subpanel Search
• Users can search
for related
records using the
subpanel search
in the record
view.
10

11. QUESTIONS?

12. THANK YOU
@SugarCRMu #SugarCon