February 2013

Overview Most SugarCRM customers are businesses that use Sugar to manage their sales, marketing and support interactions with other businesses. This is commonly referred to as a B2B, or business-to-business, model. But Sugar can also be used in a B2C, or business-to-consumer, environment. This is where a business uses Sugar to interact not with other […]

This 20 minute video shows you how to set up users in Sugar and configure your security parameters with teams and roles. J P

This 20 minute video will show you how to import and update data in various modules in Sugar using spreadsheets, CSV files and external applications. You will also learn how to prepare your data for importing. J P

Introduction to Importing Overview Sugar recognizes that we may not be your first CRM system and that you may already manage your accounts and contacts using tools like Microsoft Excel or even other CRM systems. One of your first challenges in evaluating or implementing Sugar, then, is to migrate your existing information for use in

Introduction to Contacts, Leads, and Targets High-Level Overview Target lists feed into a campaign; leads are targets that responded to a campaign; and contacts are highly qualified leads that are part of a longer-term selling process. Targets A target, sometimes called a suspect or prospect in other CRM systems, represents an individual about whom you

The email functionality in SugarCRM has some sophisticated options. On one hand you can send emails from your account at SugarCRM provided you’ve specified the right settings. If you haven’t done that already proceed to Admin -> Email Settings. In the general case your settings should look like this: Select the checkbox next to Use SMTP Authentication and

How to set contacts in SugarCRM? Contacts are people related to sales accounts. There is a tab Sales -> Contacts which brings you to a list with all the contacts. To add new contacts click on the Create Contact link. You are taken to a page with numerous fields. There you can store quite detailed information for your contact.