Logging a call in Sugar.
One of the primary goals of a CRM system is to understand our relationship with an entity; whether the entity is an Account, a Contact, or a Lead. Often times, we speak about the customer or lead profile and part of that profile is a history of our interactions or communications. Watch this short video to learn about the best practices for logging a call. The same principles apply to other types of interactions, such as meetings and tasks.
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