Learn how to use the Campaigns module to send email campaigns to your prospects and customers by creating email templates, creating targets and target lists, testing your campaigns and reviewing the status of campaigns. & J P
Creating Email Campaigns with SugarCRM Read More »
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 up email in SugarCRM Read More »
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.
How to set contacts in SugarCRM? Read More »
. Per the updated product comparison guide and internal verification, SugarCRM CE edition no longer has project management functionality built in. If you are interested in the project management functionality of SugarCRM, the first question that you may have when comparing SugarCRM Pro to SugarCRM CE versions is “what is the difference between project management
Sugar CRM Community Project Management vs Advance Project Management Read More »
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
Configuring SugarCRM for the B2C World Read More »
This 20 minute video shows you how to set up users in Sugar and configure your security parameters with teams and roles. J P
Creating Users, Teams, and Roles in SugarCRM Read More »