SugarCRM How To Use Accounts

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This post shows you a simple example on how to use SugarCRM to save customers' Account effectively.


SugarCRM How To Use Accounts

1) Description:
You can make a note such as what the customer is selling. What are their strength and products?

2) Notes/History:
You can make notes such as how many times the customer has complained, whether they pay on time or not.

3) Cases:
You can use this to record returned stocks, customer's complaints, or catalog requests

4) Documents:
This can be used to save shipping templates. For example, some customers are very specific about shipping labels. They might ask you to put specific codes on the deliveries. And these ones can be saved in this area.

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