[Video Tutorial]: Creating User-Defined Functions in Analytic Reporting Tool PRO for SuiteCRM

Posted by on January 30, 2020
One of the most powerful features in the reporting tool is the ability to create user-defined functions via the user interface. There are almost limitless options, including: calculating actual sales ratios vs. targets, opportunity aging, actual lead cost vs. marketing campaign budget, and so many more! The video below will help you master one of the more complex functionalities of the Analytic Reporting Tool PRO.

Collaborate with Teams in a Social Workplace Platform Built for SuiteCRM

Posted by on January 28, 2020
Communicate more efficiently within your team and across departments to problem solve and keep everything moving along smoothly. The SuiteCRM Collaboration add-on is a one-stop solution for sales opportunities, projects, support and other collective teamwork needs.

Distribute Leads Equally with Round Robin Assignment

Posted by on January 24, 2020
Create a round robin assignment rule in SuiteCRM, so new leads can be automatically distributed in a rotational manner that’s equal for members of your sales team.

Turn Online Visitors into SuiteCRM Leads with FreshChat

Posted by on January 21, 2020
FreshChat is an all-in-one messaging software for all your sales, marketing and support needs. A leap from legacy live-chat systems, FreshChat helps teams and businesses focus on a continuous and context-driven messaging experience on the website, in-product, mobile and even social apps like Messenger. It saves all the conversion details in SuiteCRM.

Activate a Pop-up Preview of Related Records in SuiteCRM

Posted by on January 17, 2020
MTS Related Record Preview helps SuiteCRM users view related record information while in List View or Detail View without wasting time opening new tabs. Click the preview-eye icon near Account name to efficiently see more details, all while remaining in the same window.