Book Image

Implementing SugarCRM

By : Michael Whitehead
Book Image

Implementing SugarCRM

By: Michael Whitehead

Overview of this book

<p>SugarCRM is a popular customer relationship management system. It is available in both free open source and commercial versions, making it 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 distils hard won SugarCRM experienced into an easy to follow guide to implementing the full power of SugarCRM. SugarCRM is an extensive PHP/MySQL based application but with its rich administration interfaces no programming is required to get the most of it.</p> <p>This book will give you all the information you need to start using this powerful, free CRM system. Written by veteran SugarCRM expert and experienced documentation author, Michael J. Whitehead, this book 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 of this exciting product.</p>
Table of Contents (18 chapters)
Implementing SugarCRM
Credits
About the Author
About the Reviewer
Preface
Index

A Quick Tour of SugarCRM


When you log into the system, the Home tab is displayed, as shown below. Various key elements of the screen layout are highlighted, as follows:

The Home Tab Screen: Sugar Theme

  1. Navigation Tabs: Click to choose a module to display. A drop-down menu lets you select other modules if you have more than 12 tabs.

  2. Navigation Shortcuts Box: Specific shortcuts that are useful within each module.

  3. Last Viewed: A useful trail of recent records you have viewed.

  4. Search Box: Search for a text string within key data held by SugarCRM.

  5. System Links: My Account, Employees, Logout, and About. The Admin link is only available to users defined as system administrators.

  6. Quick New Item Box: Quick data-entry box to create a new item for the current module.

  7. Main Screen Body: On the Home tab, this includes Cases, Opportunities, Appointments, Leads, Tasks, a monthly calendar, and the sales pipeline graph.

The screen layout in the Home tab uses the same layout as all of the other tabs. As you...