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Articles tagged with: SugarCRM Tips

Written By: Cliff Ford on August 22, 2012 No Comment

SugarCRM Tips and Tricks for the List View Sometimes CRM users get used to their workarounds. Then get excited when we explain that they can skip their workarounds because the features are already built in. Wow, I didn’t think that was possible! That tip will save me two hours each day! That advice made the [...]

Written By: Cliff Ford on August 11, 2012 No Comment

While a few CRM systems such as Sage ACT! are contact centric, most business CRM systems are better designed for working with Accounts rather than Contacts. Some CRM systems are stronger at E-mail integration, while others still are better at dealing with Activities and Histories.

Below are several tips for managing Accounts and Contacts within SugarCRM 6:

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