Before you start with SugarCRM you need to know what the team, users and roles to run your CRM easily.
This video you will learn about:
– Understand user types, create, edit, activate and deactivate users in sugar;
– Reassign records;
– Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices;
– Define role characteristics, create roles and manage field level access.
Let us know if you have any questions or comments and our SugarCRM experts will reply to you.
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