Why create Opportunities with Revenue Line Items in Sugar? How does the arrangement work with Sugar's Quote module?
What are the advantages and disadvantages of using Opportunities without Revenue Line Items or Quoted Line Items in Sugar? When would you use this particular set up?
When should I use opportunities vs. Quotes in Sugar? Should I be using both? What are the advantages and disadvantages? Our Sugar expert explains.
In this online user group, Justin, our Sugar practice manager, goes over use cases and best practices for Quotes and Opportunities in Sugar.
What will you need in an integrated telephony system? Here are some quick tips.
Here are a few tips for maximizing your telephony integration benefits.
Before you decide on your telephony integration, are you able to answer these questions?
What are some of the features and benefits of telephony systems with CRMs? In this clip, we discuss some of the major benefits.
In this webinar, TAI and telephony experts from Corporate Technologies Group get into the basics on CRM and telephony integration.
In this segment from our online Sugar user group, our experts discuss best practices for Admin user management