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Jun 18th
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Management of accounts in SugarCRM

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An account in SugarCRM is a client, supplier or associate and can have multiple contacts, opportunities, emails, tasks etc. By accessing an account's page, we are able to get all the related information in one page.

  • Share Accounts data across the company.
  • Control access using user and group permissions
  • Create and update customer profile.
  • All the key account information in one page
  • Advanced search matching and selection based on one or more parameters
  • Import of customer data and export structured data to spread sheet format

 

 

 

 

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