SugarCRM SupportProduct GuidesSugar MarketSugar Market User GuideAccounts, Leads, and Contacts
Sugar Market was formerly known as Salesfusion.

Accounts, Leads, and Contacts

Overview

Sugar Market entities are organized in Sugar Market as Accounts, Contacts, Leads, and Opportunities. These records are held in a database separate from Sugar or your CRM and can be managed independently or synced to your CRM. This section explains each record type and how to view the Buyer's Journey, which allows you to follow the lifecycle of a prospect's marketing activity at the Account, Contact, Lead, and Opportunity levels.

Topics

    You can create Accounts directly in Sugar Market or sync from your external CRM.
    You can create Leads and Contacts directly in Sugar Market or sync from your external CRM.
    If you customize your Account or Lead/Contact record layout, you can choose to assign the layout to multiple roles. If a user does not have a custom layout assigned to their role, then the default layout is displayed. Since the default layout cannot be overwritten, any modifications to the layout must be saved as a new layout.

Last modified: 2020-04-21 14:04:36