#1 RATED CRM PLATFORM Sugar helps business create customers for life with the world's most intelligent CRM platform. With SugarCRM, you let the platform do the work. Get a demo today!

PRODUCT GUIDES

SugarCRM Support Product Guides SUGAR ENTERPRISE 11.0.0 (Q2 2021) RELEASE NOTES Overview. This document describes the changes and functionality available in Sugar® Enterprise 11.0.0 (Q2 2021). Sugar 11.0.0 is available for both SugarCloud (Sugar-hosted SaaS) and on-site deployments. For information about this release's changes to existing functionality, please refer to the What to Expect When Upgrading to

11.0 article.

SUGARCRM, INC.

Let the platform do the work +1 (877) 842-7276; Contact Us; Log

in/Register Support

POLICIES - SUGARCRM SUPPORT - SUGARCRM SUPPORT SITE SugarCRM Support Policies Policies Supported Versions and Platforms. Supported Versions : View the current list of supported versions and their planned end-of-support dates.; Supported Platforms : View the hosting and end-user components which are supported for each of Sugar's supported versions as well as mobile apps, plug-ins, and

connectors.

CRM AND SALES IMPACT REPORT The State of CRM. The $35 billion CRM market provides the foundational technology for customer engagement. CRMs are failing sales teams, customers, and prospects, with over half (52%) of sales leaders reporting that their CRM platform is costing potential revenue opportunities. Half of companies surveyed (50%) said they cannot

access customer

W-SYSTEMS - SUGARCRM SUPPORT SITE wActivities for Sugar is a paid add-on that collects past and upcoming calls, meetings, emails, tasks, notes, and any custom Sugar activities in two filter-enabled subpanels and allows you to report data across those modules, such as reporting on every activity type your support team has had on a weekly basis. wBenchmark.

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the upgrading and maintenance of these components. USER AND ROLE MANAGEMENT #1 RATED CRM PLATFORM From startups to mid-size businesses to enterprise organizations, customers call SugarCRM the best—which is why we’re ranked #1 for CRMs by Software Reviews. “Sugar has become the interface for users to enter communication details, thus ensuring a uniform experience for customers across all communication channels.”. #1 RATED CRM PLATFORM Sugar helps business create customers for life with the world's most intelligent CRM platform. With SugarCRM, you let the platform do the work. Get a demo today!

PRODUCT GUIDES

SugarCRM Support Product Guides SUGAR ENTERPRISE 11.0.0 (Q2 2021) RELEASE NOTES Overview. This document describes the changes and functionality available in Sugar® Enterprise 11.0.0 (Q2 2021). Sugar 11.0.0 is available for both SugarCloud (Sugar-hosted SaaS) and on-site deployments. For information about this release's changes to existing functionality, please refer to the What to Expect When Upgrading to

11.0 article.

POLICIES - SUGARCRM SUPPORT - SUGARCRM SUPPORT SITE SugarCRM Support Policies Policies Supported Versions and Platforms. Supported Versions : View the current list of supported versions and their planned end-of-support dates.; Supported Platforms : View the hosting and end-user components which are supported for each of Sugar's supported versions as well as mobile apps, plug-ins, and

connectors.

CRM AND SALES IMPACT REPORT The State of CRM. The $35 billion CRM market provides the foundational technology for customer engagement. CRMs are failing sales teams, customers, and prospects, with over half (52%) of sales leaders reporting that their CRM platform is costing potential revenue opportunities. Half of companies surveyed (50%) said they cannot

access customer

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the upgrading and maintenance of these components. TROUBLESHOOTING SUGAR LOGGING OUT UNEXPECTEDLY Disable client IP verification using the following steps: Note: Beginning with version 10.1.0, the " Validate user IP address " setting is disabled by default in Admin > System Settings. Navigate to Admin > System Settings. Scroll to the Advanced section at the bottom of the page. Uncheck "Validate user IP address". USER AND ROLE MANAGEMENT #1 RATED CRM PLATFORM From startups to mid-size businesses to enterprise organizations, customers call SugarCRM the best—which is why we’re ranked #1 for CRMs by Software Reviews. “Sugar has become the interface for users to enter communication details, thus ensuring a uniform experience for customers across all communication channels.”. TROUBLESHOOTING OUTBOUND EMAIL USING COMMAND LINE SugarCRM Support Help Articles Email Troubleshooting Outbound Email Using Command Line Troubleshooting Outbound Email Using Command Line Overview. When emails are failing to send from Sugar, there are a variety of potential causes.

CAREERS | SUGARCRM

View Open Positions. 1:18. The people. The passion. The success. You will frequently see SugarCRM employees huddled around a desk or whiteboard collaborating, cranking out ideas or solving the latest industry problem. We’re going places join us for the ride, TIPS AND TRICKS TO REQUIRED FIELDS STANDARDIZATION IN YOUR Let the platform do the work . +1 (877) 842-7276; Contact; Language. Americas América Latina (Español) United States (English) All Other Countries (English) Europe, Middle East, and Africa Deutschland (Deutsch) España (Español) France (Français) Italiano (Italia) United Kingdom (English) All Other Countries (English) Asia Pacific Australasia (English) 香港/台灣 (繁體中文) (CT

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the

SUGARCLUB

Sugar Market 21.9 is now Available. By coconnell@sugarcrm.com > Sugar Market > 7 days ago. Introducing #RavingFans - New Point System and REWARDS! By Club Concierge > Engage > 7 days ago. How to make calculated field editable. By Shivshankar.gawande@avendus.com > Enterprise & Professional > 7 days ago.

USER INTERFACE

SugarCRM Support Product Guides Sugar Versions 11.0 11.0 Enterprise Sugar Enterprise 11.0 Application Guide User Interface User Interface Overview. The user interface includes all of the visible elements users see and interact with while using Sugar including the headers, fields, subpanels, dashboards, etc. Knowing how to properly navigate around the application along with what the various

EMAIL CAMPAIGNS

The Email Builder 2.0 wizard lets you quickly style your email campaigns with its drag-and-drop editor. Access the editor on Step 3 of the Email Builder wizard. Rendering Emails in Various Clients. The Advanced Testing Center renders your email in 27 unique email clients and devices. Give priority to the most popular clients and devices

first

ADDING A FIELD TO MASS UPDATE Navigate to Admin > Studio > Contacts > Fields and click the Salutation field. Check the Mass Update checkbox under the Edit Fields tab. Click "Save" to preserve the change. Once the change has been saved, navigate to the Contacts module and you should now see the Salutation field available to select in the Mass Update panel.

LOGIC HOOKS

SugarCRM Support Product Guides Sugar Developer Sugar Developer Guide 11.0 Architecture Logic Hooks Logic Hooks Overview. The Logic Hook framework allows you to append actions to system events such as when creating, editing, and deleting records. EXCHANGE SUGARCRM, INC. Access DocuSign within Sugar. Learn More. Sugar Connector to Slack. Improve User Productivity and Collaboration. Learn More. Exceed.ai. Conversational Marketing and Sales. Learn More. CONFIGURING YOUR SMTP SERVER TO WORK WITH SUGAR A lot of useful functionality (notifications, emails, campaigns, etc.) depends on Sugar being configured with an outbound email server (SMTP). Setting up an SMTP server in Sugar is as simple as navigating to Admin > Email Settings, choosing "SMTP" as #1 RATED CRM PLATFORM Sugar helps business create customers for life with the world's most intelligent CRM platform. With SugarCRM, you let the platform do the work. Get a demo today!

PRODUCT GUIDES

SugarCRM Support Product Guides SUGAR ENTERPRISE 11.0.0 (Q2 2021) RELEASE NOTES Overview. This document describes the changes and functionality available in Sugar® Enterprise 11.0.0 (Q2 2021). Sugar 11.0.0 is available for both SugarCloud (Sugar-hosted SaaS) and on-site deployments. For information about this release's changes to existing functionality, please refer to the What to Expect When Upgrading to

11.0 article.

SUGARCRM, INC.

Let the platform do the work +1 (877) 842-7276; Contact Us; Log

in/Register Support

POLICIES - SUGARCRM SUPPORT - SUGARCRM SUPPORT SITE SugarCRM Support Policies Policies Supported Versions and Platforms. Supported Versions : View the current list of supported versions and their planned end-of-support dates.; Supported Platforms : View the hosting and end-user components which are supported for each of Sugar's supported versions as well as mobile apps, plug-ins, and

connectors.

CRM AND SALES IMPACT REPORT The State of CRM. The $35 billion CRM market provides the foundational technology for customer engagement. CRMs are failing sales teams, customers, and prospects, with over half (52%) of sales leaders reporting that their CRM platform is costing potential revenue opportunities. Half of companies surveyed (50%) said they cannot

access customer

W-SYSTEMS - SUGARCRM SUPPORT SITE wActivities for Sugar is a paid add-on that collects past and upcoming calls, meetings, emails, tasks, notes, and any custom Sugar activities in two filter-enabled subpanels and allows you to report data across those modules, such as reporting on every activity type your support team has had on a weekly basis. wBenchmark.

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the upgrading and maintenance of these components. USER AND ROLE MANAGEMENT #1 RATED CRM PLATFORM From startups to mid-size businesses to enterprise organizations, customers call SugarCRM the best—which is why we’re ranked #1 for CRMs by Software Reviews. “Sugar has become the interface for users to enter communication details, thus ensuring a uniform experience for customers across all communication channels.”. #1 RATED CRM PLATFORM Sugar helps business create customers for life with the world's most intelligent CRM platform. With SugarCRM, you let the platform do the work. Get a demo today!

PRODUCT GUIDES

SugarCRM Support Product Guides SUGAR ENTERPRISE 11.0.0 (Q2 2021) RELEASE NOTES Overview. This document describes the changes and functionality available in Sugar® Enterprise 11.0.0 (Q2 2021). Sugar 11.0.0 is available for both SugarCloud (Sugar-hosted SaaS) and on-site deployments. For information about this release's changes to existing functionality, please refer to the What to Expect When Upgrading to

11.0 article.

SUGARCRM, INC.

Let the platform do the work +1 (877) 842-7276; Contact Us; Log

in/Register Support

POLICIES - SUGARCRM SUPPORT - SUGARCRM SUPPORT SITE SugarCRM Support Policies Policies Supported Versions and Platforms. Supported Versions : View the current list of supported versions and their planned end-of-support dates.; Supported Platforms : View the hosting and end-user components which are supported for each of Sugar's supported versions as well as mobile apps, plug-ins, and

connectors.

CRM AND SALES IMPACT REPORT The State of CRM. The $35 billion CRM market provides the foundational technology for customer engagement. CRMs are failing sales teams, customers, and prospects, with over half (52%) of sales leaders reporting that their CRM platform is costing potential revenue opportunities. Half of companies surveyed (50%) said they cannot

access customer

W-SYSTEMS - SUGARCRM SUPPORT SITE wActivities for Sugar is a paid add-on that collects past and upcoming calls, meetings, emails, tasks, notes, and any custom Sugar activities in two filter-enabled subpanels and allows you to report data across those modules, such as reporting on every activity type your support team has had on a weekly basis. wBenchmark.

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the upgrading and maintenance of these components. USER AND ROLE MANAGEMENT #1 RATED CRM PLATFORM From startups to mid-size businesses to enterprise organizations, customers call SugarCRM the best—which is why we’re ranked #1 for CRMs by Software Reviews. “Sugar has become the interface for users to enter communication details, thus ensuring a uniform experience for customers across all communication channels.”.

CAREERS | SUGARCRM

View Open Positions. 1:18. The people. The passion. The success. You will frequently see SugarCRM employees huddled around a desk or whiteboard collaborating, cranking out ideas or solving the latest industry problem. We’re going places join us for the ride, TIPS AND TRICKS TO REQUIRED FIELDS STANDARDIZATION IN YOUR Let the platform do the work . +1 (877) 842-7276; Contact; Language. Americas América Latina (Español) United States (English) All Other Countries (English) Europe, Middle East, and Africa Deutschland (Deutsch) España (Español) France (Français) Italiano (Italia) United Kingdom (English) All Other Countries (English) Asia Pacific Australasia (English) 香港/台灣 (繁體中文) (CT

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the

SUGARCLUB

Sugar Market 21.9 is now Available. By coconnell@sugarcrm.com > Sugar Market > 7 days ago. Introducing #RavingFans - New Point System and REWARDS! By Club Concierge > Engage > 7 days ago. How to make calculated field editable. By Shivshankar.gawande@avendus.com > Enterprise & Professional > 7 days ago.

USER INTERFACE

SugarCRM Support Product Guides Sugar Versions 11.0 11.0 Enterprise Sugar Enterprise 11.0 Application Guide User Interface User Interface Overview. The user interface includes all of the visible elements users see and interact with while using Sugar including the headers, fields, subpanels, dashboards, etc. Knowing how to properly navigate around the application along with what the various

EMAIL CAMPAIGNS

The Email Builder 2.0 wizard lets you quickly style your email campaigns with its drag-and-drop editor. Access the editor on Step 3 of the Email Builder wizard. Rendering Emails in Various Clients. The Advanced Testing Center renders your email in 27 unique email clients and devices. Give priority to the most popular clients and devices

first

ADDING A FIELD TO MASS UPDATE Navigate to Admin > Studio > Contacts > Fields and click the Salutation field. Check the Mass Update checkbox under the Edit Fields tab. Click "Save" to preserve the change. Once the change has been saved, navigate to the Contacts module and you should now see the Salutation field available to select in the Mass Update panel.

LOGIC HOOKS

SugarCRM Support Product Guides Sugar Developer Sugar Developer Guide 11.0 Architecture Logic Hooks Logic Hooks Overview. The Logic Hook framework allows you to append actions to system events such as when creating, editing, and deleting records. EXCHANGE SUGARCRM, INC. Access DocuSign within Sugar. Learn More. Sugar Connector to Slack. Improve User Productivity and Collaboration. Learn More. Exceed.ai. Conversational Marketing and Sales. Learn More. CONFIGURING YOUR SMTP SERVER TO WORK WITH SUGAR A lot of useful functionality (notifications, emails, campaigns, etc.) depends on Sugar being configured with an outbound email server (SMTP). Setting up an SMTP server in Sugar is as simple as navigating to Admin > Email Settings, choosing "SMTP" as #1 RATED CRM PLATFORM Sugar helps business create customers for life with the world's most intelligent CRM platform. With SugarCRM, you let the platform do the work. Get a demo today!

PRODUCT GUIDES

SugarCRM Support Product Guides

SUGARCRM, INC.

Let the platform do the work +1 (877) 842-7276; Contact Us; Log

in/Register Support

POLICIES - SUGARCRM SUPPORT - SUGARCRM SUPPORT SITE SugarCRM Support Policies Policies Supported Versions and Platforms. Supported Versions : View the current list of supported versions and their planned end-of-support dates.; Supported Platforms : View the hosting and end-user components which are supported for each of Sugar's supported versions as well as mobile apps, plug-ins, and

connectors.

SUGAR ENTERPRISE 11.0.0 (Q2 2021) RELEASE NOTES Sales-Focused Enhancements. Interactions dashlet for quotes: The Interactions dashlet is now available to add to the Quotes record view dashboard.; Quote layout updates sync to Sugar Mobile: The Quote Worksheet layout in Sugar will now sync to the Quotes detail view in Sugar Mobile.For those upgrading to 11.0, the administrator must re-save the Quotes Configuration admin page for the layout

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the upgrading and maintenance of these components. CRM AND SALES IMPACT REPORT CRM and Sales Impact Report. Are companies on the cusp of a customer relationship crisis? Insights from 1,000 sales professionals on what’s driving (or stalling) revenue and customer engagement W-SYSTEMS - SUGARCRM SUPPORT SITE wActivities for Sugar is a paid add-on that collects past and upcoming calls, meetings, emails, tasks, notes, and any custom Sugar activities in two filter-enabled subpanels and allows you to report data across those modules, such as reporting on every activity type your support

team has had on

USER AND ROLE MANAGEMENT

LOGIC HOOKS

SugarCRM Support Product Guides Sugar Developer Sugar Developer Guide 11.0 Architecture Logic Hooks Logic Hooks Overview. The Logic Hook framework allows you to append actions to system events such as when creating, editing, and deleting records. #1 RATED CRM PLATFORM Sugar helps business create customers for life with the world's most intelligent CRM platform. With SugarCRM, you let the platform do the work. Get a demo today!

PRODUCT GUIDES

SugarCRM Support Product Guides

SUGARCRM, INC.

Let the platform do the work +1 (877) 842-7276; Contact Us; Log

in/Register Support

POLICIES - SUGARCRM SUPPORT - SUGARCRM SUPPORT SITE SugarCRM Support Policies Policies Supported Versions and Platforms. Supported Versions : View the current list of supported versions and their planned end-of-support dates.; Supported Platforms : View the hosting and end-user components which are supported for each of Sugar's supported versions as well as mobile apps, plug-ins, and

connectors.

SUGAR ENTERPRISE 11.0.0 (Q2 2021) RELEASE NOTES Sales-Focused Enhancements. Interactions dashlet for quotes: The Interactions dashlet is now available to add to the Quotes record view dashboard.; Quote layout updates sync to Sugar Mobile: The Quote Worksheet layout in Sugar will now sync to the Quotes detail view in Sugar Mobile.For those upgrading to 11.0, the administrator must re-save the Quotes Configuration admin page for the layout

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the upgrading and maintenance of these components. CRM AND SALES IMPACT REPORT CRM and Sales Impact Report. Are companies on the cusp of a customer relationship crisis? Insights from 1,000 sales professionals on what’s driving (or stalling) revenue and customer engagement W-SYSTEMS - SUGARCRM SUPPORT SITE wActivities for Sugar is a paid add-on that collects past and upcoming calls, meetings, emails, tasks, notes, and any custom Sugar activities in two filter-enabled subpanels and allows you to report data across those modules, such as reporting on every activity type your support

team has had on

USER AND ROLE MANAGEMENT

LOGIC HOOKS

SugarCRM Support Product Guides Sugar Developer Sugar Developer Guide 11.0 Architecture Logic Hooks Logic Hooks Overview. The Logic Hook framework allows you to append actions to system events such as when creating, editing, and deleting records.

CAREERS | SUGARCRM

The people. The passion. The success. You will frequently see SugarCRM employees huddled around a desk or whiteboard collaborating, cranking out ideas or solving the latest industry problem. TIPS AND TRICKS TO REQUIRED FIELDS STANDARDIZATION IN YOUR Let the platform do the work . +1 (877) 842-7276; Contact; Language. Americas América Latina (Español) United States (English) All Other Countries (English) Europe, Middle East, and Africa Deutschland (Deutsch) España (Español) France (Français) Italiano (Italia) United Kingdom (English) All Other Countries (English) Asia Pacific Australasia (English) 香港/台灣 (繁體中文) (CT HOW AI AND AUTOMATION CAN BOOST A SALES TEAM See how artificial intelligence and automation are two of the most important factors in the digital marketplace & how they can help boost your sales team today.

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the upgrading and maintenance of these components.

SUGARCLUB

After Upgrade sugar to Version 11.0.0 Uncaught TypeError: Cannot set property 'SidecarExpressionContext' of undefined

USER INTERFACE

SugarCRM Support Product Guides Sugar Versions 11.0 11.0 Enterprise Sugar Enterprise 11.0 Application Guide User Interface User Interface Overview. The user interface includes all of the visible elements users see and interact with while using Sugar including the headers, fields, subpanels, dashboards, etc. Knowing how to properly navigate around the application along with what the various SUGARPREDICT LISTS IN SUGAR MARKET There are up to 5 categories of interest prediction that your Leads will be organized into by SugarPredict.Each category of interest prediction has its own report that can be viewed, downloaded, or used as a re cipient list.. In this video, we’ll review how to navigate to your SugarPredict generated lists and how to leverage them in a single email or nurture campaign.

LOGIC HOOKS

SugarCRM Support Product Guides Sugar Developer Sugar Developer Guide 11.0 Architecture Logic Hooks Logic Hooks Overview. The Logic Hook framework allows you to append actions to system events such as when creating, editing, and deleting records. ADDING A FIELD TO MASS UPDATE SugarCRM Support Help Articles Studio and Module Builder Adding a Field to Mass Update Adding a Field to Mass Update Overview. Mass updating in Sugar® allows users to easily update multiple records at one time from the module's list view. EXCHANGE SUGARCRM, INC. Sugar Connector to Slack. Improve User Productivity and Collaboration.

Learn More

#1 RATED CRM PLATFORM Sugar helps business create customers for life with the world's most intelligent CRM platform. With SugarCRM, you let the platform do the work. Get a demo today!

CAREERS | SUGARCRM

View Open Positions. 1:18. The people. The passion. The success. You will frequently see SugarCRM employees huddled around a desk or whiteboard collaborating, cranking out ideas or solving the latest industry problem. We’re going places join us for the ride,

PRODUCT GUIDES

SugarCRM Support Product Guides

SUGARCRM, INC.

Let the platform do the work +1 (877) 842-7276; Contact Us; Log

in/Register Support

SUGAR ENTERPRISE 11.0.0 (Q2 2021) RELEASE NOTES Overview. This document describes the changes and functionality available in Sugar® Enterprise 11.0.0 (Q2 2021). Sugar 11.0.0 is available for both SugarCloud (Sugar-hosted SaaS) and on-site deployments. For information about this release's changes to existing functionality, please refer to the What to Expect When Upgrading to

11.0 article.

CONTACTING SUGARCRM

SugarCRM Support Policies Contacting SugarCRM Contacting SugarCRM. If you have a relationship with a SugarCRM partner, you should contact them directly for support requests, additional licenses, license extensions, and renewals.Your partner is also the point of contact for implementing, maintaining, and troubleshooting code customizations to your Sugar instance. POLICIES - SUGARCRM SUPPORT - SUGARCRM SUPPORT SITE SugarCRM Support Policies Policies Supported Versions and Platforms. Supported Versions : View the current list of supported versions and their planned end-of-support dates.; Supported Platforms : View the hosting and end-user components which are supported for each of Sugar's supported versions as well as mobile apps, plug-ins, and

connectors.

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the upgrading and maintenance of these components. UNDERSTANDING SUGAR SALES STAGES The probability value and definition of the default sales stages are as follows: Sales Stage. Probability. Suggested Definition. Prospecting. 10. This is the first stage in the sales process and indicates that the opportunity or revenue line item with this prospect is new and needs to be qualified by a sales representative.

Qualification.

TROUBLESHOOTING OUTLOOK PLUG-IN EMAIL ARCHIVING #1 RATED CRM PLATFORM Sugar helps business create customers for life with the world's most intelligent CRM platform. With SugarCRM, you let the platform do the work. Get a demo today!

CAREERS | SUGARCRM

View Open Positions. 1:18. The people. The passion. The success. You will frequently see SugarCRM employees huddled around a desk or whiteboard collaborating, cranking out ideas or solving the latest industry problem. We’re going places join us for the ride,

PRODUCT GUIDES

SugarCRM Support Product Guides

SUGARCRM, INC.

Let the platform do the work +1 (877) 842-7276; Contact Us; Log

in/Register Support

SUGAR ENTERPRISE 11.0.0 (Q2 2021) RELEASE NOTES Overview. This document describes the changes and functionality available in Sugar® Enterprise 11.0.0 (Q2 2021). Sugar 11.0.0 is available for both SugarCloud (Sugar-hosted SaaS) and on-site deployments. For information about this release's changes to existing functionality, please refer to the What to Expect When Upgrading to

11.0 article.

CONTACTING SUGARCRM

SugarCRM Support Policies Contacting SugarCRM Contacting SugarCRM. If you have a relationship with a SugarCRM partner, you should contact them directly for support requests, additional licenses, license extensions, and renewals.Your partner is also the point of contact for implementing, maintaining, and troubleshooting code customizations to your Sugar instance. POLICIES - SUGARCRM SUPPORT - SUGARCRM SUPPORT SITE SugarCRM Support Policies Policies Supported Versions and Platforms. Supported Versions : View the current list of supported versions and their planned end-of-support dates.; Supported Platforms : View the hosting and end-user components which are supported for each of Sugar's supported versions as well as mobile apps, plug-ins, and

connectors.

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the upgrading and maintenance of these components. UNDERSTANDING SUGAR SALES STAGES The probability value and definition of the default sales stages are as follows: Sales Stage. Probability. Suggested Definition. Prospecting. 10. This is the first stage in the sales process and indicates that the opportunity or revenue line item with this prospect is new and needs to be qualified by a sales representative.

Qualification.

TROUBLESHOOTING OUTLOOK PLUG-IN EMAIL ARCHIVING

SUGARCRM, INC.

Let the platform do the work +1 (877) 842-7276; Contact Us; Support

SUGARCRM SUPPORT

This article covers how to ensure that only users who are explicitly created in Sugar can log in with their LDAP credentials. Configuring Your SMTP Server to Work With SugarCloud. Updated: 8/21/2020. A lot of useful functionality (notifications, emails, campaigns, etc.) depends on Sugar being configured with an outbound email server (SMTP).

CONTACTING SUGARCRM

SugarCRM Support Policies Contacting SugarCRM Contacting SugarCRM. If you have a relationship with a SugarCRM partner, you should contact them directly for support requests, additional licenses, license extensions, and renewals.Your partner is also the point of contact for implementing, maintaining, and troubleshooting code customizations to your Sugar instance.

SUGAR FREE TRIAL

Why Choose Sugar? Experience Sugar’s innovative user experience and powerful features for yourself! Start a free trial of Sugar and see how we can help you transform your business and make every customer interaction extraordinary. CUSTOMER JOURNEY MANAGEMENT SOFTWARE Optimize the Customer Journey. Now there’s an exciting new solution that can drive both: Sugar Customer Journey Solution. Using our customer journey mapping software, you can orchestrate not only your customer-facing processes, but also manage your internal processes such as Territory Planning and Account Planning.

REVENUE ANALYTICS

Gain unprecedented insight into sales performance with Sugar Discover—A time-aware approach to revenue analytics that tracks extensive metrics and historical performance to alert you proactively to issues or opportunities. Going a step further, Discover provides root cause analysis for its findings without you having to do

anything.

HOW AI AND AUTOMATION CAN BOOST A SALES TEAM See how artificial intelligence and automation are two of the most important factors in the digital marketplace & how they can help boost your sales team today.

SUPPORTED PLATFORMS

SugarCRM Support Policies Supported Platforms Supported Platforms Sugar 11.0.x Supported Platforms. Please note that, while the following components are necessary for running the Sugar application, it is outside the scope of our support to assist with the W-SYSTEMS - SUGARCRM SUPPORT SITE wActivities for Sugar is a paid add-on that collects past and upcoming calls, meetings, emails, tasks, notes, and any custom Sugar activities in two filter-enabled subpanels and allows you to report data across those modules, such as reporting on every activity type your support team has had on a weekly basis. wBenchmark. USERS, ROLES, AND TEAMS A user's default team designation enables Sugar® to automatically assign the specified team(s) to the user's newly created records. If the user's default team is set to their private team, then all new records will automatically be assigned to the private team and only viewable by the user, the administrator, and the manager to which the user reports (if applicable).

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BOSTON | SEPTEMBER 25, 2019 Special Keynote Speaker | Scott Stratten Sales, Marketing, Brand, and Relationship Expert Named a Top Five Social Media Power Influencer by Forbes.com

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THE CUSTOMER EXPERIENCE BUYER’S GUIDE Today’s customers want experiences — interactions with your brand that are meaningful and memorable.

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SUGARCONNECTION

BOSTON | SEPTEMBER 25, 2019 Special Keynote Speaker | Scott Stratten Sales, Marketing, Brand, and Relationship Expert Named a Top Five Social Media Power Influencer by Forbes.com

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THE CUSTOMER EXPERIENCE BUYER’S GUIDE Today’s customers want experiences — interactions with your brand that are meaningful and memorable.

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BOSTON | SEPTEMBER 25, 2019 Special Keynote Speaker | Scott Stratten Sales, Marketing, Brand, and Relationship Expert Named a Top Five Social Media Power Influencer by Forbes.com

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