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. […]
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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
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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
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