Collaboration: Activity Management

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Sugar's Activity Management streamlines the tasks necessary to get the job done. Manage e-mails, meetings, calendars and calls within a central location to ensure teams work together to close more opportunities in a shorter period of time.

Impact

• Schedule and assign calls attached to a specific account to ensure a more complete customer record
• Archive emails and meetings notes to individual accounts
• Manage schedule, meetings and calendars in a single location

Shared Calendar

Synchronize calendars with groupware applications such as Microsoft Outlook and share information across the organization.

Today View

View the most important tasks and meeting for the day, prioritize them and monitor status.

Account Attachments

Attach important notes, activities and emails to specific accounts.