The Top Sales Tweaks for Your Sugar Platform

The Top Sales Tweaks for your Sugar Platform

Most of us don’t get a new phone or computer and just leave the default settings. No! We put up a desktop image of our kids or our favorite sports team, etc… We love Sugar for many reasons, one being how customizable the platform is, and you should be customizing it to make it work for you.

In a recent webinar, we showed off some of the top tweaks you can make to your Sugar instance to optimize it for Sales Greatness! Some of the topics we covered include:

  • Calculated Fields
  • Reports
  • Workflows
  • Check out the recording here.