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Video Business Technologies

CRM 101: How to Convert a Lead in SugarCRM

In our most recent CRM 101 video, our rock star customer success manager, Ali Lipman, shows us how to convert a lead to a contact, opportunity, or other record in SugarCRM.

CRM 101 is a video tutorial series of tips and tricks on how to get the most out of your CRM software solutions.

Got any suggestions for what topics we should cover next? We’d love to hear them! Leave a comment below.

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