So—here we are—SugarCRM!
Let us get a little more familiar with using the system. First, (and I will assume that you have switched back to the normal Sugar Theme from now on) try accessing a few of the modules, by first placing your mouse over the group header tab and then selecting one of the displayed module names. For example, hover over Marketing, and then choose Accounts to access the accounts module as shown in the following screenshot:
Different sets of information are organized within different modules, and each module has a tab that you click on in order to access and use it.
The modules in SugarCRM Community Edition 5.5 are grouped in the following manner:
Group header tab name |
Modules |
---|---|
Home |
Home, Dashboard |
Sales |
Accounts, Opportunities, Leads |
Marketing |
Campaigns, Contacts, Accounts, Leads |
Support |
Cases, Accounts, Contacts |
Activities |
Activities, Calendar, E-mails, Calls, Meetings, Tasks, Notes |
Collaboration |
E-mails, Documents... |