Buy Now, Pay Later!

Flexible Monthly Payment Plans Made Just for You

Explore Payment Options

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.

Share This Post

Related Resources

Webinar

Sales

[On-Demand Webinar] Zendesk for Manufacturing: How to Boost Customer Satisfaction and Reduce Churn

Webinar

Sales

[On-Demand Webinar] How to Use AI-Guided Selling to Combat Slowing Sales

Webinar

Finance

ERP Contender Series: Acumatica vs. Sage Intacct

Ready to rock? So are we!

Let's Talk

hand gesturing 'rock on' with a silver studded leather bracelet on the wrist.

Benefits of working with BrainSell:

We guarantee outcome-based solutions.
We practice what we preach – business growth (since 1994).
You’ll get Big-Firm advice, without the sticker shock.
You get a partner for the long haul — your success is our success!