Work flow

[deanloh]

At last managed to get my installation of SugarCRM working properly. Have been inputting data and using the email function extensively. It does help a lot in organizing email discussion by projects/contacts.

I know very little in the world of CRM, hence I'm having trouble deciding when should I create a lead or contact, or when should I use an opportunity or should I make it a project right away. And I'm already confused enough of deciding whether to use project task or just task.

I'm hoping somewhere can shed some light in this, as I hope to use it properly in order to capitalize its power.

Thanks muchly in advance.

[deanloh]

OK, I found some helpful information eventually. It just didnt occur to me to search by the keyword "work flow" initially. Silly me.

For the benefit of others who have the same question:
http://www.sugarcrm.com/forums/showthread.php?t=3034