In a recent CRM 101 video, SugarCRM expert Susan Shapiro shows us how to create and manage users and teams within the users’ module in Sugar to improve your employees’ relationships with your CRM.

CRM 101 is a video tutorial series that provides tips and tricks for getting the most out of your CRM software solutions. In this series, we cover how to create teams and assign users to specific roles to manage visibility and ensure that team members only access the accounts and modules pertinent to their respective teams and roles. We also explain the importance of the default and global teams in SugarCRM, detailing how new users are automatically assigned to the Global team to ensure the visibility of shared records.

Additionally, we discuss creating a new team within the Teams module, highlighting the distinctions between Global and Private Teams. Understanding role management is crucial, as it involves defining and managing user permissions to ensure users can perform necessary tasks while maintaining appropriate visibility and control over records. We also emphasize the support team’s role in efficiently managing customer inquiries and interactions, showcasing how this team interacts with other sales teams.

Proper management of team records is essential for effective team management, and we provide insights on how to view, edit, search, and delete these records. Lastly, we discuss the significance of the user’s default team, particularly in streamlining operations for support staff who need visibility across various sales teams.

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