Need to add a company to SugarCRM, but it's not really a customer or prospect? Want to track your interactions with your partners, PR teams, suppliers, and other non-customer accounts? Stop mixing customers with suppliers and use a new module dedicated to these types of accounts.
Keep Vendors Separate from Customers
Business Accounts & Partners adds a new Accounts-like module to your SugarCRM.
It feels like a standard SugarCRM module and acts like one so you are able to make customizations right from Studio in order to add/remove fields without having any impact on the base Accounts module.
This means that you are now able to have a completely different layout for your customers and prospects and for your other accounts like suppliers, partners, banks, etc.
Like the accounts module, you're able to link records to Third-Party modules including:
- Activities (Tasks, Emails, Meetings, Calls)
- Contacts (to record the contacts of your supplier for example)
- Link Business Accounts & Partners to Accounts (and vice-versa) to keep track of suppliers/partners you work with on particular accounts. Your accounts will list the third-parties linked to and from the third-party. You will have an overview of all related accounts too!