Introduction to Importing Overview Sugar recognizes that we may not be your first CRM system and that you may already manage your accounts and contacts using tools like Microsoft Excel or even other CRM systems. One of your first challenges in evaluating or implementing Sugar, then, is to migrate your existing information for use in […]
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Introduction to Contacts, Leads, and Targets High-Level Overview Target lists feed into a campaign; leads are targets that responded to a campaign; and contacts are highly qualified leads that are part of a longer-term selling process. Targets A target, sometimes called a suspect or prospect in other CRM systems, represents an individual about whom you
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