Act-On Contacts SugarCRM Sales Portal

Updated June 17, 2024 08:53

What’s Changing

The SugarCRM Sales Portal (Act-On set of components within SugarCRM) has been updated to use the All Contacts list.

Hot prospects can be filtered by choosing a sub-segment of prospectus in Contact Settings:

Screenshot 2024-02-21 at 10.45.36 AM.png

Contact data fields used in the personalization of sales email templates require mappings in Data Management:

Screenshot 2024-01-30 at 10.15.11 AM.png

When

Beta release June 3, 2024. GA Release June 14, 2024.

Customer Impact

These features impact clients who are using the All Contacts feature (learn more about this). The SugarCRM Sales Portal now uses the All Contacts list as its reference for sales ownership and optional filtering of prospects, contacts, and opportunities. This may result in some differences in the data displayed.

Act-On Contacts SugarCRM Sales Portal

What’s Changing

When

Customer Impact

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