Introduction to Process Manager : SierraCRM

Introduction to Process Manager

Introduction to Process Manager

SugarCRM Workflow – Process Manager 4.3 Detailed Overview

SugarCRM’s recommended workflow replacement, Process Manager from SierraCRM, is presented in detail in this 45 minute video. All features of the product are reviewed and described in detail. A workflow in which a Case is created with specific attributes and the related Account is type customer, we show how to build out a series of tasks that are triggered to run immediately and over time.

Grab a cup of coffee – adult libation – or whatever, sit back and enjoy learning all about the only available 3rd party workflow module for SugarCRM, Process Manager.

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Process Manager 4.0 – The Basics of Sugar Workflow

Powerful SugarCRM Workflow is highlighted in this tutorial where the CTO of SierraCRM, Bill Convis, discusses the basic building blocks of Process Manager 4.0. The video runs just over 15 minutes and is the suggested video for all new customers.

 

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