Book Image

Implementing SugarCRM 5.x

Book Image

Implementing SugarCRM 5.x

Overview of this book

SugarCRM is a popular customer relationship management system. It is an ideal way for small-medium business to try out a CRM system without committing large sums of money. Although SugarCRM is carefully designed for ease of use, attaining measurable business gains requires careful planning and research. This book will give you all the information you need to start using this powerful CRM system. It is the definitive guide to implementing SugarCRM. Whether you are wondering exactly what benefits CRM can bring or you have already learned about CRM systems but have yet to implement one or you're working with SugarCRM already, this book will show you how to get maximum benefit from this exciting product. It demonstrates how to install SugarCRM and also how to get the most out of it by customizing it and integrating CRM into your organization as per your needs. Focused on the needs of the enterprise, this book provides a solution-driven approach for both business and IT specialists to get the most from this powerful and popular Open Source application. It begins with a general discussion about CRM. You will then learn the benefits of such systems, and then explore SugarCRM and its unique value. You will then go through the guidelines for installing and making deployment selections that are set out alongside information for identifying, planning, and applying customizations. Training guidelines and ongoing administrative tasks will be discussed as you progress further into the book. A brief overview of SugarCRM 6.0 is provided at the end of the book.
Table of Contents (19 chapters)
Implementing SugarCRM 5.x
Credits
About the Authors
About the Reviewer
Preface

SugarCRM navigation: Accounts and contacts


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...