Join us for our exclusive customer Lunch & Learn demonstration sessions
If you missed our last live session, you can request the recording here.
This month, join Emma Haines, Customer Service Representative from Provident CRM, as she demonstrates new features, highlights and improvements on SugarCRM for Q4 so that you can leverage them to reach your organisation's goals.
If you missed the last live session, simply fill in your details via the form on this page to receive the recording, and remember to check back for details to sign up for our next session!
SugarCRM has been working hard to deliver the latest and greatest in innovation, user experience and value, and we’re very excited to show you what’s in store for the Q4 2022 (12.2) release for Market, Sell, and Serve.
Request the recording now! --->
Request the Recording Here:
What we covered in this session
New Report Dashlet
Metrics Tabs & Module
User Interface Updates
Doc Merge Enhancements
Mobile App Updates
...and a sneak peak to the new user interface coming in January 2023!
What are Lunch & Learn sessions?
Our Lunch & Learn sessions allow us to interact with our customers and other SugarCRM users, bring value to attendees and help them leverage the platform to accelerate business growth by letting the platform do the work. With help from our experts, users learn to build their confidence in using the system, so that whether they’re just getting started or have been using SugarCRM for some time, they’ll discover new tips and tricks and ways to improve customer experience. We don’t ever want our customers to miss a new update or feature that might be helpful for their business, and we hope that these sessions truly ensure they’re getting the most out of the platform.
Watch the latest
- Sugar Sell:
- Forecasting updates
- Pipeline review
- Responsive forecast metrics
- Additional deal filtering
- Responsive data chart visualisation
- Sugar Market
- Internationalisation enhancements
- Updated UI for managing and creating custom fields
- Third-party cloud-drive integrations
- Docusign integration
- “Favourite” and “Preferred” email sending accounts
- Updated user interface
- Dropdown Field Type changes
- Mobile app changes
- New calendar
- Light and dark theme options
- Double-click to edit in listviews
- Timeline dashlet and filter
- Focus drawer dashboards
- Escalations module
- Multi-select attachments
Meet our CRM experts
Senior Sales Executive
Customer Success Representative
Business Development Manager
Lean on the Experts
You don’t have to do it alone. Our team of experts is waiting to help you.
Let us know your requirements so that we can help you find the best solution for your business. During a discovery call, you will chat with an expert from our team so that we can understand your needs and explore ideas, plans and bespoke solutions that can help grow your business.Book a one-to-one call