The Activities tab allows you to create or update scheduled activities or to search for existing activities. Managing activities within the context of an Account, Contact, Lead, Opportunity or Case, the true value of SugarCRM becomes apparent. SugarCRM allows you to manage the myriad of calls, meetings, notes, emails and tasks that you need to [...]

Creating a user and employee in SugarCRM is a task that only admin can do. The relationship between a user and employee is not bidirectional. According to SugarCRM documentation “Every User in the system has an attached Employee record. However, every Employee does not necessarily have a User record. Users that are not Administrators can [...]

Once you have entered the prospect as lead that means you can go for the business with that prospect in future. Now the prospects comes to you to acquire your service or product that means that now that lead is your customer. To manage this transformation from leads to customer, Opportunity module helps in many [...]