Platform: Workflow

Demo now

• Free trial
• Buy now

Sugar Workflow management streamlines critical business processes within your organization. Using Sugar templates, administrators can create custom business processes based on Sugar Objects. Users can also define alerts, actions, and triggers to become more responsive to customer demands.

Impact

• Standardize business processes across the organization
• Create custom business processes based on unique company needs
• Define alerts, triggers, and actions to ensure follow-through

• Enlarge
• Next

• Close
• Demo

Platform: Workflow

 

• Templates

  Define workflow templates based Sugar business objects.

• Alerts

  Define alerts based on saved records, time lapse, users and teams.

  Triggers

  Trigger actions based on Sugar field changes, record count, current state and timestamp.

• Actions

  Define actions for users such as when to update fields, create new records or other actions specified by business demands.