by enable.services

enable engage allows users to see when the Target, Lead, Contact, or Account last had communication. It can also drill down to each activity type and quickly create a list of customers or prospects that haven't had contact within a set timeframe.

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Know the last communication time and method used for your SugarCRM records

enable engage is a SugarCRM add-on that empowers users with the functionality to see when a CRM target, lead, contact, or account was last communicated with, plus the ability to drill down to each activity type.

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enable engage Service Features and Benefits:

  • Quickly see when an email was last sent to or received from the Target, Lead, Contact, or Account
  • Instantly see when a call was last held with the Target, Lead, Contact, or Account
  • Promptly see when a meeting was last held with the Target, Lead, Contact, or Account
  • Immediately see when the last contact was made with the Target, Lead, Contact, or Account
  • Easily create a list of customers or prospects that haven't had contact within a set timeframe
  • Make viewing and reporting easier for the Sugar user without the need for complex formulas

How it Works

The fields will automatically populate when the record is saved, with the newest date of the corresponding record type (Call, Meeting, and Task). The Last Activity field will calculate based on the latest of these fields to display the most recent activity of any type.

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Usie the enable engage fields within reports on Contact, Accounts, Leads, Targets
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Report on the fields in the same was as any other datetime field
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enable engage opens up so many usage possibilities for your Sugar users. Try it today.

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