Sugar Workflow is highlighted in this short video of Process Manager 4.0 from SierraCRM. New leads created from California, Oregon or Washington are distributed to a group of Sales reps in a Round Robin style. Additional features are shown including:
- Conditions that are OR’d: Lead State = California OR Lead State = Oregon OR Lead State = Washington
- Checking to see if the user who is to receive the lead is actually Logged into SugarCRM
- Finding any logged in user in the Sales Team to receive the new Lead
Process Manager 4.0 is the latest release of the Powerful Sugar workflow module that is supported on all versions of Sugar.
Sugar customers worldwide utilize Process Manager to ensure a First Class Journey for their clients.