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.

For further SugarCRM training and support, contact Ticomix today at 779-423-6200 to discuss the different support levels and training we offer to meet the needs of organizations of all types and sizes.