The document discusses 10 things you can do with SugarCRM that are often overlooked or unknown. It covers neat features like creating opportunities from quotes and contact roles in opportunities. It also discusses using workflows for tasks like auto-replying to contacts after a case is created. The document provides time-saving best practices and new features in SugarCRM like the Excel plugin and Sugar Wireless. It aims to showcase useful yet unknown capabilities of the customer relationship management software.

1. (at least) 10
Things You did
not know you
could do with
SugarCRM
Susie Williams
Dir. System Services
SugarCRM
4/26/2010 ©2009 SugarCRM Inc. All rights reserved. 1

2. What We’ll Cover
Some neat yet overlooked features
Some interesting uses for workflows
Some time-saving best practices
Some new features
©2009 SugarCRM Inc. All rights reserved.

3. Neat Yet Overlooked Features
Create an Opportunity from a Quote
Populate Products under Account record
Contact Role in Opportunity
SkypeOut Integration in System Settings
Click-to-call
Employee Phone Book
Searching a comma-separated list
Favorite Reports
Team Notices (MOTD)
©2009 SugarCRM Inc. All rights reserved.

4. Something to Make You Look Like a Hero
Clear Button on Search Form
©2009 SugarCRM Inc. All rights reserved.

5. Interesting Uses for Workflows
Auto-create a task when an 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 an Oppty has been in the
same stage for “too long”
Notify the Legal team that a contract is ready for
review
©2009 SugarCRM Inc. All rights reserved. 4/26/2010 5

6. Time-Saving Best Practices
“Current User” and “Department” Report criteria
Recently viewed items
Control key in list view to open multiple tabs
Right click close other tabs
Bypass the Detail view, go straight to Edit view
Don’t Forget View Summary on History Sub-Panel
Dashlets
“Get Data” button to enhance your data
©2009 SugarCRM Inc. All rights reserved.

7. New(ish) Features
Excel Plugin
Sugar Wireless
Handy tool
Easy to access (same URL)
Now has its own editor
Connectors (new for 5.2)
Jigsaw, Hoovers, Zoominfo, LinkedIn
Twitter connector from Synolia, GetSocial Twitter
©2009 SugarCRM Inc. All rights reserved.

8. Thank you for your time!
Susie Williams
Director, System Services
SugarCRM
swilliams@sugarcrm.com
©2009 SugarCRM Inc. All rights reserved.