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SugarCRM Workflow to manage client relationships

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SugarCRM Workflow to manage client relationships

On December 11, 2016, Posted by , In SugarCRM, With No Comments

Sugar CRM is a powerful CRM suite for manage your Client Relationship B2B or B2C. Strength of this system lies in you hands, which means intellectual workflows to manage your business needs.

– Create Cases and Assign to User(s).
– Design Workflow, create action and triggers based on time to move cases in next stage and notify case owner.
– Auto update case status based on activity.
– Create Dashlets for Users, Managers and Supervisors to better manage and oversee Workflow.

If you need any assistance: crmhelp@shivainfotech.net

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