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Posts Tagged ‘customize CRM’

How I quickly customize my sales management processes with CRM

March 12th, 2010 0
More in CRM Software

Hello. My name is Susie Williams and today I’ll show you how you can customize SugarCRM to fit your existing business processes and needs without touching any code.

I’m going to start by logging in to Sugar as an administrator. The display of the homepage changes based on the role of the user. Each user can easily modify what dashlets appear on the homepage. I can track module usage or display any tracking report as well as see all my open tasks and meetings at a glance.

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