Quickly visualize account structure including Accounts Member Organizations. View Opportunities with totals per sales stage, Quotes, Invoices and Contacts for an account and its members.
Using the Product
From any account Detail View, click on Global View Menu
The account chart is displayed on the left side.
Opportunities, Quotes (AOS or SuiteCRM), Invoices (AOS or SuiteCRM) and Contacts are displayed on the right side.
A total of Opportunities amount per sales stage is displayed.
Clicking on an account in the account chart will display data for this specific account.
Other add-ons of interest
Process Manager 4.5
Your Sugar Workflow Solution! Powerful Process Automation software for all editions of SugarCRM and SuiteCRM (Visit https://store.suitecrm.com/) that will allow you and your employees to spend more time doing what they do best: 'Selling To and Servicing Your Customers' and less time trying to manag...
Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SugarCRM data so you can market to the right people at the right time. Fully compatible with all versions and e...