Figure 1: Synchronization flow supported by various scenarios.
Below is the brief list of synchronized modules:
|Emails||Archive to CRM||Emails|
|Emails||<List opportunity information||Opportunities|
|Emails||>Archive to Existing Opportunities||Opportunities|
|Emails||<List case information||Cases|
|Emails||>Archive to Existing Cases||Cases|
Synchronization is achieved by means of synchronization scenarios. Each scenario executes one or many rules in various exchange folders.
– Exchange folder to which the rule applies.
– Data transfer from SugarCRM to Exchange.
– Data transfer from Exchange to SugarCRM.