In This Chapter
Adding a bit of Team Management
Doing a bit of forecasting
Reporting on your progress
Working with Workflow
Most of this book covers functionality that you can get free with the Community Edition of Sugar. However, you may want to consider upgrading to a fee-based version of Sugar — particularly if your business consists of many users and requires a bit more organization than does a smaller business. In this chapter, I focus on four features available only in the Professional and Enterprise versions of Sugar: Team Management, forecasting, reporting, and Workflow.
A team is a group of individuals who band together for a common goal. In Sugar, the Team Management option allows you to group users into teams — hopefully for the purpose of winning sales and satisfying customers. You can assign Sugar records, such as Accounts, Contracts, and Opportunities, to a specific team; once assigned, those records can only be accessed by members of that team.
By default, a private team is set up for each user and contains only that specific user. Sugar also sets up a Global team, which automatically includes all users. Any new records you create are automatically assigned to your team and, therefore, are visible only to you — unless you add other users to your private team or assign the record to a different team.
Because new records are assigned by default to your private team, it's good practice to set up teams prior ...