Platform: Workflow

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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 a more responsive to customer demands.

Impact

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

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.