SugarCRM 6.5 Application Guide – How to use SugarCRM

SugarCRM is a best-in-class CRM system that has been built and delivered to customers at the highest standards set by the open source community around the world.

SugarCRM applications are natively built on the pure Open Source LAMPS (also WAMPS) platform: Linux or Windows, Apache or IIS, MySQL, PHP, and SugarCRM (unlike most other applications available). The users of Sugar actively test and contribute to the features, performance and stability of the SugarCRM application.

Welcome to Sugar Ultimate, a commercial open source Customer Relationship Management (CRM) application.

The Sugar Ultimate Application Guide introduces you to some basic CRM concepts and helps you get familiar with the Sugar system.

Learn how to access Sugar through a personal computer and a web browser, how to perform a broad range of customer relationship management and administration tasks.

You can download the full comprehensive step by step guide below. Readers are not required to have any programming or software development knowledge, but should be generally familiar with the use of a personal computer and a web browser such as Mozilla Firefox.

Getting Started
This guide assumes that you have the required resources to access the Sugar application and you are familiar with how to use them. Contact your system administrator for issues and concerns.

 

Navigating the User Interface
The Sugar user interface consists of various modules designed to help you manage customer-related records such as Contacts, Accounts, Products, and Quotes. Each module, representing a record type, groups the tools and functions needed to perform specific tasks. This enables you to work more efficiently.

 

Home
When you log into Sugar, you will see your Home page. Options for other modules display alongside the Home menu. Other users do not have access to your Home page. The Home page displays a collection of Sugar Dashlets that display information related to your activities such as meetings and calls. It also displays records assigned to you, such as Accounts, Opportunities, and Cases. Sugar Dashlets are user-configurable panels that you can add, remove, and move as needed. For more information, see Managing Sugar Dashlets.

 

Leads
Leads are early Contacts in the sales process. Use the Leads module to create, manage, and track sales leads or unqualified opportunities along with related activities, sales campaigns, and history. You can associate a lead with any type of campaign to track the effectiveness of the campaign in generating opportunities for your organization.

 

Contacts
Use the Contacts module to create and manage Contacts for your organization. A Contact is any individual who is a valid sales lead; a lead that has been evaluated and assessed for a possible sales opportunity. You can associate a Contact with any record such as an Account, Opportunity, or Campaign. Associating a Contact with a Campaign enables you to track the effectiveness of the Campaign in generating Opportunities for your organization.

 

Accounts
Use the Accounts module to create and manage customer Accounts for your organization. An Account contains your customer information such as name and address. Each Account can be associated with other records such as Opportunities and Contacts.

 

Opportunities
Use the Opportunities module to create and manage sales Opportunities, qualified Leads, and view related records. An Opportunity specifies the estimated amount of a sales deal and is tied to a sales stage. A sales stage, such as Qualification, Closed Won, or Closed Lost identifies how close you are to making the sale. The administrator defines and sets the sales stage depending upon the requirements in your organization. The estimated amount can vary depending on the sales stage.

 

Forecasts
Use the Forecasts module to view quotas and committed sales amounts based on sales opportunities for customer accounts. Only users who are assigned opportunities and their managers can view forecast information in Sugar. Note: By default, this module is hidden. The administrator must display it for your use. A forecast is an estimate of the revenue you can generate in a quarter and is comprised of the following: • Time periods • Forecast schedules • Forecast worksheet • Sales quotas

 

Quotes
Use the Quotes module to view and manage quotes for your organization. Quotes specify the quantity and the price per unit for products and services that you offer a customer.

 

Products
Use the Products module to define, catalog, and manage Products for your organization. You have the option of selecting an item from the Product catalog, or creating a new Product that is not in the Product catalog.

 

Contracts
Use the Contracts module to create and manage Contracts that you enter into with your customers and vendors.

 

Documents
Use the Documents module to create and manage files that you share with users and contacts.

 

Calendar
The Calendar Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use the Calendar module to schedule and manage activities such as Calls, Meetings, and Tasks.

 

Calls
The Calls Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use the Calls module to log, view, and import calls.

 

Meetings
The Meetings Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use this module to schedule, view, and manage meetings. You can use the Sugar Email Archiving feature to send meeting invitations from an external meeting client, include a Sugar email address provided by your Sugar administrator in the attendees list, and view the meeting records in Sugar.

 

Emails
The Emails module enables individual users to send and receive emails from within Sugar.

 

Tasks
The Tasks Module has been introduced as a separate module in Release 6.2.0 to allow for ease of use and access. Use the this module to schedule and manage tasks.

 

Targets
Use the Targets Module to track and manage targets as part of mass marketing campaigns. You can create many types of campaigns as described in Creating a Campaign.

 

Target Lists
Use the Target Lists Module to track and manage mass marketing Campaigns. You can create many types of Campaigns as described in Creating a Campaign.

 

Campaigns
Use the Campaigns Module to track and manage mass marketing Campaigns. You can create many types of Campaigns as described in Creating a Campaign.

 

Cases
Use the Cases module to track and manage products- orservices-releated problems reported by your users and customers. After you create a Case, you can associate it with related Bugs. Sugar provides several pre-defined Case reports for your use. You can edit these reports to suit your needs. For more information on running reports, see Reports Module.

 

Knowledge Base
Use this module to create, publish, and search for articles within Sugar. Note: This module is hidden by default. The administrator must list this as a Displayed Tab for your access and use.

 

Bugs
Use the Bug Tracker module to report, track, and manage product bugs. Bugs are defects or features associated with a particular revision of a product. The administrator populates the drop-down list of product releases. After you create a bug, you can associate it with the related Case. Note: This module is hidden by default. The administrator must display it for your use.

 

Projects
Use the Projects Module to create and manage projects for your organization.

 

Reports
Use the Reports module to create and manage reports on any module such as Accounts, Contracts, and Opportunities. You can also create reports to track user activity such as viewed modules, modified records, and other activities.

 

Export
You can export Sugar records in .csv format to your local machine. Use Microsoft Excel, Notepad, or other text editors to open .csv files. The .csv file displays column titles, including the Record ID (a long string of letters and numbers used as a unique reference to each account record) and all the other fields in the module.

 

Import
Import data for modules such as Accounts, Contacts, Leads, Opportunities, Targets, Calls, Meetings, and Tasks with the help of an easy-to-use User Import Wizard. For Contacts, Leads, Users, Targets or any other person-type module, you can import data from your Google and LinkedIn Contacts list. Refer to the tool-tips and instructions provided in the wizard at every step of the import process.

 

Employees
Use the Employees module to view information such as name, title, and email address for employees in your organization.  All Sugar users are Employees, not all Employees are Sugar users. An Employee needs a username and password to log into Sugar to be a user.

 

Mobile Browser
Sugar Mobile Browser enables you to access the HTML view of Sugar designed for your mobile device, such as a Smart Phone, to perform activities and manage your assigned records. You can view all records that are assigned to you, your teams, and your direct reports.

 

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