Figuring out who to follow up with next just got a whole lot easier with Contact Indicators. Another fine add-on from Atcore Systems, this addition brings an easy to view last-contacted indicator to the list and detail views of Leads, Contact, and Accounts.
For example, I want to reach out to my contacts roughly once a month. At the very least maybe every two months. To match that desire, I configure the add-on to show a green icon for the Contacts module if I have reached out within the past 30 days, a yellow icon if within 60 days, and red if over 60 days. Now when I search for all my contacts I can see who I have contacted and how recently.
Whether it was by phone, email, or an in-person meeting I'm able to quickly see how recent each contact was. The column is also sortable making it a breeze to work through the list backwards so that those who haven't been contact in awhile (or at all) show up at the top. Then I can just start working away.
Reduce the time it takes to figure out who to call and make sure no one gets missed by adding this solution to your toolbox. Purchase Contact Indicators today before any more clients or prospects slip through the cracks.
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User Activity Tracker
FEATUREDThis plugin provides insights into user activity within SugarCRM, giving you a clear view of how much time each user spends in the system. -
RT GSync: Google Calendar, Contacts, Drive Sync
Boost your SugarCRM with seamless Google integration. Sync contacts, meetings, and Drive files. Streamline workflows and elevate productivity.
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Dropbox Integration for Sugar
FEATUREDSharing files across multiple platforms can be time consuming and confusing. What if you could utilize the sharing power of Dropbox all from within your SugarCRM platform? Dropbox integration combines... - Show more addons
