Let the platform do the work

Customer Journey Plug-in

The Customer Journey Plug-in (now renamed Sugar Automate) lets administrators create easy-to-follow, visual business processes for users to complete against their Sugar records. Each journey 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.

Customer Journey Plug-in Installation and User Guides

Customer Journey Plug-in Release Notes

Supported Platforms