Create a New SugarCRM Target, Lead or Contact in Sidebar

Using Leadfwd Sidebar your team can easily create new records (target, lead or contact) in SugarCRM, assign an owner and launch outreach.

Key benefits:

• Create new records from anywhere, including Google Workspace or Outlook 365
• Set values for custom data field properties
• Assign a CRM owner
• Tag records to initiate workflow actions
• Enroll records into an outreach Sequence