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SugarCRM® For Dummies® by Karen S. Fredricks

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Chapter 14. Sweetening the Deal

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.

Being a Team Player

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.

Creating a 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.

Tip

Because new records are assigned by default to your private team, it's good practice to set up teams prior ...

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