How exciting - I am new to SUGAR and very eager to get this started.
Can anyone help an amateur with quick answers to these questions:
I have 10,000 templates (.doc, .rtf, .odt) that I have developed which we manually cut and paste into emails, or alter and pdf and then attach to emails. Can these be uploaded to SUGAR, how? and how do you automate some of these attachment processes which are always the same?
I have 1,000 client contacts in a spreadsheet, fields include, date, advertsiing source, employee, service required. How do I pull this data to SUGAR?
I have more clients in our accounting package, what files does SUGAR upload and read? Where in sugar do you go to do this?
What should I do if we manually created client folders by company name or personal name (if no company).
Can SUGAR be automated once an enquiry becomes a client, to automaticaly prepare Terms with their name on it, and email them to confirm the services we provide?
Can SUGAR read a website form that customers pre-fill out so that we do not need to cut and paste fields into SUGAR (eg telephone number, address, services selected). What type of form should be constructed and how should it be fielded? I just dont want to pay a website designer to do it only to find that it can be integrated with SUGAR.
I have more questions, this just the beginning


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