Sugar for Administrators

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Sugar for Administrators

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This section covers required knowledge for CRM Administrators but it also serves to document our policies and procedures and therefore may be of interest to other users.


Handling contacts who move jobs
Bounced email handling
Merging duplicate contacts
Processing contact update requests
Processing new leads
Organisation naming conventions
Merging organisations
Adding new organisations
About roles and teams
Importing and exporting data
Joiners and leavers process
Act-On and Sugar - how the connection functions and how some of our forms and data syncs are set up