Importing Data in to SugarCRM
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
February 2013
Introduction to Importing
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
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
Creating Email Campaigns with SugarCRM
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
How to set up email in SugarCRM
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?
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.