In this chapter, we covered the basics of using a CRM system, such as entering information into the system, and navigating quickly through the links between related items of information. Some of the key topics we covered include the following:
How to access the CRM system. How to use different themes to brighten up the user interface and the major components of the screen layout.
How to navigate through the CRM system, use the different module tabs and discuss the list, detail, and edit view screens for each module.
How to enter accounts and contacts, and the links between them.
What the structure of a main panel and related subpanels of information on each detail view screen looks like.
How Leads become Opportunities and how Opportunities are aggregated to form the sales pipeline.
How Dashboard helps you visually interpret your sales pipeline, breaks it down by month and by sales person, and provides a distant early warning system for business upturns and downturns.
How to use the SugarCRM...