In this chapter, we covered the basics of using a CRM—entering information into the system, and navigating quickly through the linkages between related items of information. Some of the key topics dealt with included:
How to access the CRM. How to use different themes to brighten up the user interface, and the major components of the screen layout.
How to navigate the CRM, use the different module tabs, and the list, detail, and edit view screens for each module.
How to enter accounts and contacts, and the linkages between them.
What the structure of a main panel and related sub-panels of information on each detail view screen looks like.
How Leads become Opportunities, and 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 calendar to plan your business days, check for...