Sugar Automate
Sugar Automate lets administrators create easy-to-follow, visual business processes for users to complete against their Sugar records. Each Smart Guide created by Sugar Automate is an end-to-end process that is split into color-coded stages, and each stage contains one or more call, meeting, or task activities that the user can complete with optional dependencies and actions on related records.
Sugar Automate is included with Sugar Sell Premier and enables the guided selling capability. Sugar Automate can also be purchased as an add-on for Sugar Sell Advanced, Enterprise, and Serve. Please contact your Sugar partner or representative to learn more.