I am new to this community and the CRM packages in general.
I am looking at implementing this from a call center point of view but have a few questions that I have been lost in finding answers to.
I tried setting up a few sample accounts and building a campaign on those but am quite confused.
I always considered a campaign something where:
1. Account comes up.
2. Take action whether calling it or making sure money came in or other action takes place
3. Make a notation on the account
4. Press a button and it moves onto the next account
Sugar didn't function this way for me.. is there something I am missing or is it not built to function as I "understand" it?
What if I wanted to handle it from an asset management/billing point of view?
Is there a way to add a balance to an account for a product/service?
What about for multiple products/services?
or does Sugar not handle billing functions in any way?
I tried looking through the wiki and searching and google but just got frustrated and lost.


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