Index
A
- <?AID 0013?> XE / The Business Benefits of CRM Technology
- Access Control List (ACL) mechanism, role management / Enhanced Role Management: Access Control Lists
- Access Control model, requirements / Size Does Matter: Two or Two Hundred?
- Account Activity History / Sales Activities
- Account Detail Screen, SugarCRM / The Beauty of CRM Navigation
- Account Edit view screen / Edit View Screens
- account reports, Reports module / Standard and Custom Reporting
- accounts, business activities / Accounts and Contacts, Import Accounts
- importing accounts / Importing Accounts and Contacts
- accounts, importing / Import Accounts
- accounts and contracts slide, CRM training materials / Slide 7: CRM Basics 2—Accounts and Contactscontracts slide, CRM training materialsaccounts and contracts slide, CRM training materials
- Accounts Detail screen / Main Panel and Sub-Panels
- Account Search panel / List and Detail View Screens
- Accounts tab / List and Detail View Screens
- activities slide, CRM training materials / Slide 10: CRM Basics 5—Activities (Calls, Meetings, Tasks, Notes)activities slide, CRM training materials
- Activities tab / Sales Activities
- add-ons, SugarCRM
- free / Free Add-Ons
- commercial / Commercial Open Source Add-Ons
- Sugar Pro / Sugar Pro Add-Ons
- Add Field button, Field Layout Editor / Field Layout Editor
- adding system users / Adding System Users
- Add Invitees area, Meeting Detail view / Calendaring
- Add New Site screen / Linking in External Websites
- Admin Console, Mambo / Using Your New Self-Service Portal
- Administration Home screen / Administration Duties at System Installation Time
- advanced interface features slide, CRM training materials / Slide 12: CRM Basics 7—Advanced Interface Featuresadvanced interface features slide, CRM training materials
- advanced role management / Enhanced Role Management: Access Control Lists
- Advanced Search panel, Documents List view / Document Management
- All Emails shortcut, Emails tab / Managing Emails
- All Opportunities by Lead Source chart / The Dashboard
- All RSS News Feeds shortcut / RSS News Feeds
- Apache configuration, multiple virtual server installation / Configure Apache for Multiple Virtual Server Installations
- application changes, CRM customization / How Do I Make Shrink-Wrapped Software Suit My Business?
- application pack model, CRM deployment / Deployment Options
- application server / Specifying Your Server Hardware
- appointments / Calendaring
- Assign user restriction setting / Role Management Extension
- asymmetric internet connections / Bandwidth Capacity and Reliability Considerations
- average transaction value, requirements / Average Transaction Value, Sales Cycle, and the Recurring Business Model
B
- B2B business model, requirements / Business Models and Their Specific Requirements, B2B or B2C?
- B2C business model, requirements / Business Models and Their Specific Requirements
- back-office applications / Product Catalog and Products Module
- backups / Backup and Security Considerations, System Backups
- bandwidth capacity, server requirements / Bandwidth Capacity and Reliability Considerations
- bounce handling, emails / Creating an Email Marketing Program
- browser support, SugarCRM / Accessing the SugarCRM System
- bugs, Mambo administration / Adding Cases and Bugs to the Mambo User Menu
- Bug Tracker List view screen / Software Bug Tracking
- Bug Tracker module
- Releases function / Defining Releases for Bug Tracker
- Bug Tracker tab / Software Bug Tracking
- business activites, CRM
- accounts and contracts / Accounts and Contacts
- tracking leads / Tracking Leads and Opportunities
- sales force automation / Sales‑Force Automation
- tracking sales pipeline / Tracking the Sales Pipeline
- tracking service cases / Tracking Service Cases and Support Contracts
- corporate directory / Corporate Directory
- interface consolidation / Interface Consolidation
- document management / Document Management
- business card, input / Input Business Card
- business goals slide, CRM training materials / Slide 3: What are our Business Goals?business goals slide, CRM training materials
- Business Intelligence (BI) software / Tracking the Sales Pipeline
- business models, specific requirements / Business Models and Their Specific Requirements
C
- calendaring slide, CRM training materials / Slide 9: CRM Basics 4—Calendaringcalendaring slide, CRM training materials
- calendar management, business activities
- requriements analysis / Corporate Calendar Management
- Calendar tab / Calendaring
- call scheduling / Scheduling a Call or Meeting
- Calls List view / Sales Activities
- Calls screen / Scheduling a Call or Meeting
- camera, security / Linking in a Security Camera
- Campaign Detail view / Targets versus Leads and Contacts
- Campaigns tab / Targets versus Leads and Contacts
- capturing customer leads / Capturing Customer Leads from a Public Site into your SugarCRM Installation
- Case List view screen / Customer Service Management
- case management, business activities / Tracking Service Cases and Support Contracts
- cases, Mambo administration / Adding Cases and Bugs to the Mambo User Menu
- case study
- introduction / How Will This Book Help Me Get the CRM That Fits my Business?
- requirements analysis / Requirement Analysis
- creating accounts / Edit View Screens
- central processing unit, server hardware / Specifying Your Server Hardware
- Chart Options tab, Reporting module / Standard and Custom Reporting
- charts, dashboard
- Pipeline by Sales Stage chart / The Dashboard
- Opportunities by Lead Source by Outcome chart / The Dashboard
- Pipeline by Month by Outcome chart / The Dashboard
- All Opportunities by Lead Source chart / The Dashboard
- Choose Display Columns tab, Reporting module / Standard and Custom Reporting
- Commit button, Forecasts module / Forecasting
- component configuration, Mambo / Installing the SugarCRM Portal Components for Mambo
- Compose Email button, Open Activities sub-panel / Managing Emails
- Compose Email screen / Managing Emails
- com_sugarbugs component / Installing the SugarCRM Portal Components for Mambo
- com_sugarcases component / Installing the SugarCRM Portal Components for Mambo
- com_sugarregistration component / Installing the SugarCRM Portal Components for Mambo
- com_sugarregistration Component / Installing the SugarCRM Portal Components for Mambo
- com_sugarregistration component configuration / Installing the SugarCRM Portal Components for Mambo
- Configure Sugar Updates screen, administration / Checking for Updates to Sugar Open Source
- configure system wide settings, administration / Configuring System Settings
- Configure Tabs option, administration / Configuring System Tabs
- configuring Mambo components / Installing the SugarCRM Portal Components for Mambo
- configuring system tabs / Configuring System Tabs
- Confirm Fields and Import screen / Import Accounts
- Confirm Settings Screen, SugarCRM Linux Installation / Install SugarCRM
- Confirm Settings screen, SugarCRM Setup Wizard / Basic SpikeSource Installation
- contacts / Targets versus Leads and Contacts
- importing / Importing Accounts and Contacts
- contacts, importing / Import Contacts
- Contact Search panel
- searching / Linking and Searching
- Contacts sub-panel / Edit View Screens
- contracts slide, CRM training materials / Slide 7: CRM Basics 2—Accounts and Contactscontracts slide, CRM training materialsaccounts and contracts slide, CRM training materials
- converted leads / The Sales Pipeline: Leads and Opportunities
- Convert Lead button / The Sales Pipeline: Leads and Opportunities
- corporate calenda<?AID 0013?> XE / Corporate Calendar Management
- corporate directory, business activities / Corporate Directory
- cosmetic changes, CRM customization / How Do I Make Shrink-Wrapped Software Suit My Business?
- Create Account, Related Records sub-panel / The Sales Pipeline: Leads and Opportunities
- Create Account shortcut, navigation shortcuts / Edit View Screens
- Create a Document shortcut, Documents tab / Document Management
- Create Appointment, Related Records sub-panel / The Sales Pipeline: Leads and Opportunities
- Create Archived Email option / Managing Emails
- Create Campaign shortcut, Campaign tab / Targets versus Leads and Contacts
- Create Custom Report button / Standard and Custom Reporting
- Create Email Template shortcut / Creating an Email Template
- Create from vCard shortcut, Contacts tab / Create from vCard
- Create New Case shortcut / Customer Service Management
- Create Note or Attachment button / Creating a Note
- Create Opportunity, Related Records sub-panel / The Sales Pipeline: Leads and Opportunities
- Create Quote shortcut, Quotes module / Quotes Module
- Create Role shortcut, role management / Role Management Extension, Defining System Roles
- Create Target List shortcut / Adding Targets to the Campaign
- Create Target shortcut / Adding Targets to the Campaign
- Create Task button / Creating a Task
- Create User shortcut, user management / Adding System Users
- creating a campaign / Targets versus Leads and Contacts
- creating a quote / Quotes Module
- CRM basics slide, CRM training materials / Slide 6: CRM Basics 1—System Access, Screen Layout, NavigationCRM basics slide, CRM training materials
- CRM implementation
- involved groups / Key Steps to a Successful CRM Implementation
- planning / Planning the Implementation
- common pitfalls / Some Common Pitfalls
- team building / It Takes a Team to Win
- project goals / Setting Project Goals and Specifications
- development partner / Selecting a CRM Development Partner
- system development / System Development
- data import / Data Import
- pilot testing / Pilot Testing
- CRM training materials / CRM Training Materials
- CRM training process / The CRM Training Process
- CSV format / Exporting Information
- currencies, administration / Defining Currencies and Rates
- customer-centric business management / Customer‑Centric Business Management
- customer leads, capturing / Capturing Customer Leads from a Public Site into your SugarCRM Installation
- customer relationship management
- about / What is Customer Relationship Management?
- fundamental features / What is Customer Relationship Management?
- history / What are my CRM Options?
- customization / CRM Customization
- advantages / What Will a CRM Do for my Business?
- requirements analysis / Identifying the CRM Needs of Your Business
- deployment models / Deployment Alternatives
- customer self-service portals / Customer Self-Service Portals
- customer service management / Customer Service Management
- customer service management slide, CRM training materials / Slide 17: Extending CRM 5—Customer Service Managementcustomer service management slide, CRM training materials
- custom fields, editing / Edit Custom Fields
- customizations, CRM / How Do I Make Shrink-Wrapped Software Suit My Business? , Assessing your CRM Customization Needs
D
- dashboard / Tracking the Sales Pipeline
- Dashboard tab / The Dashboard
- charts / The Dashboard
- drilldown / The Dashboard
- Dashboard tab / The Dashboard
- data backups / Data Backups
- data backup strategy / Backup and Security Considerations
- database configuration, Mambo installation / Installing the Mambo Portal
- Database Configuration Screen, SugarCRM Linux Installation / Install SugarCRM
- Database Configuration screen, SugarCRM Setup Wizard / Basic SpikeSource Installation
- database server / Specifying Your Server Hardware
- data import, CRM implementation / Data Import
- Default Restrictions shortcut, role management / Role Management Extension
- deployment, CRM / Deployment Alternatives
- going live / Going Live: Stepwise Introduction
- deployment options slide, CRM training materials / Slide 2: CRM Deployment Optionsdeployment options slide, CRM training materials
- Details restriction setting / Role Management Extension
- detail view screen / Main Panel and Sub-Panels
- development partner, CRM implementation / Selecting a CRM Development Partner
- digital dashboard / Tracking the Sales Pipeline
- Display HTML Code button, Field Layout Editor / Field Layout Editor
- Display in Portal checkbox, Sugar administration
- documentation / Getting Help
- Document Detail view / Document Management
- document management, business activities / Document Management, Document Management
- document management slide, CRM training materials / Slide 15: Extending CRM 3—Document Managementdocument management slide, CRM training materials
- Document Revisions subpanel / Document Management
- Documents tab / Document Management
- Download File link, Documents panel / Document Management
- Drag Unwanted Items Here area, Field Layout Editor / Field Layout Editor
- drilldown, charts / The Dashboard
- Dropdown Editor / Dropdown Editor
- Due Date and Time, tasks / Creating a Task
- duties, system administrator / System Administration Duties
E
- ECC memory, server hardware / Specifying Your Server Hardware
- EDGE / Location, Location, Location
- edit custom fields / Edit Custom Fields
- Edit Fields button, Field Layout Editor / Field Layout Editor
- editors
- Field Layout Editor / Field Layout Editor
- Dropdown Editor / Dropdown Editor
- custom fields editor / Edit Custom Fields
- Edit restriction setting / Role Management Extension
- Edit Rows button, Field Layout Editor / Field Layout Editor
- edit view screens / Edit View Screens
- EIS / Tracking the Sales Pipeline
- Email Inbox List View / Receiving POP Email
- email management / Managing Emails
- email marketing campaigns / Marketing Campaigns
- email marketing campaigns, creating a / Creating an Email Marketing Program
- Email Notification Options, administration / Configuring System Settings
- email notifications / Email Notifications
- email server integration, SugarCRM Linux installation
- configuration / Email Server Integration
- email slide, CRM training materials / Slide 11: CRM Basics 6—Emailemail slide, CRM training materials
- Emails List view / Managing Emails
- Emails tab / Managing Emails
- email template, creating a / Creating an Email Template
- employee detail view, HR records / Human Resources Management
- Employee Leave subpanel, HR module / Human Resources Management
- employee list view, HR records / Human Resources Management
- Enable Self-Service Portal Integration checkbox, Sugar administration
- Enhanced Data rates for GSM Evolution (EDGE) / Location, Location, Location
- enhanced role management / Enhanced Role Management: Access Control Lists
- Enter Business Card screen / Input Business Card
- Enter Business Card shortcut, Home tab / Input Business Card
- Enterprise Resource Planning tools / Customer‑Centric Business Management
- ERP tools / Customer‑Centric Business Management
- evaluation, CRM deployment / Continuous Feedback and Enhancement
- Executive Information Systems (EIS) / Tracking the Sales Pipeline
- exporting contacts / Export Contacts from Your Current Contact Manager
- exporting information / Exporting Information, Exporting Information
- Export link / Exporting Information, Exporting Information
- Export restriction setting / Role Management Extension
F
- features, CRM / What is Customer Relationship Management?
- feedback, CRM deployment / Continuous Feedback and Enhancement
- Field Layout Editor / Field Layout Editor
- Filter tab, Reporting module / Standard and Custom Reporting
- Filter user restriction setting / Role Management Extension
- Firefox support, SugarCRM / Accessing the SugarCRM System
- firewall, security measures / Server Security
- Forecast History shortcut, Forecasts module / Forecasting
- Forecasts module, Sugar Pro add-ons / Forecasting
- Forecasts tab / Forecasting
- forecast history screen / Forecasting
- forecast commitment / Forecasting
- Forecast History shortcut / Forecasting
- Forecasts tab / Forecasting
- form factor, server hardware / Specifying Your Server Hardware
- front office applications / Product Catalog and Products Module
- functional areas slide, CRM training materials / Slide 4: What Functional Areas of CRM will we Use the Most?functional areas slide, CRM training materials
G
- goals, CRM implementation / Setting Project Goals and Specifications
- graphical dashboard / The Dashboard
- Group Inbox, SugarCRM email features / Managing Emails
- Group tab, Reporting module / Standard and Custom Reporting
- groupware application / What Will a CRM Do for my Business?
H
- hard disk speed, server hardware / Specifying Your Server Hardware
- hard disk technology, server hardware / Specifying Your Server Hardware
- hardware, server requirements / Specifying Your Server Hardware
- help, documentation / Getting Help
- hide Controls for each sub-panel, details view / Main Panel and Sub-Panels
- History sub-panel / Sales Activities
- home-based business / Small and Mid-Size Businesses: The Good, the Bad, and the Ugly
- home page / Basic SpikeSource Installation
- home screen, SugarCRM / What is SugarCRM?
- Home tab / A Quick Tour of SugarCRM
- Home tab / Sales Activities
- home tab slide, CRM training materials / Slide 8: CRM Basics 3—Opportunities and the Sales Pipeline, Home Tabhome tab slide, CRM training materialssales pipeline slide, CRM training materialsopportunities slide, CRM training materials
- hosted application pack model, CRM deployment / Deployment Options
- HR module, add-ons / Human Resources Management
- human resources management, commercial add-ons / Human Resources Management
I
- IDE / Specifying Your Server Hardware
- IDE disk drives, server hardware / Specifying Your Server Hardware
- Import Accounts function / Import Accounts
- Import and Export Wizard dialog box / Export Contacts from Your Current Contact Manager
- Import Contacts function, Contacts module / Import Contacts
- importing data / Importing your Data, Importing Accounts and Contacts
- accounts / Import Accounts
- contacts / Import Contacts
- leads and opportunities / Importing Leads and Opportunities
- importing data, CRM implementation / Data Import
- Import restriction setting / Role Management Extension
- Import vCard button / Create from vCard
- inactive users, user management / User Management
- inbound traffic, server bandwidth / Bandwidth Capacity and Reliability Considerations
- input business card / Input Business Card
- installation, Mambo portal / Installing the Mambo Portal
- installing Mambo components / Installing the SugarCRM Portal Components for Mambo
- integration, CRM customization / How Do I Make Shrink-Wrapped Software Suit My Business?
- interface consolidation / Interface Consolidation
- interface consolidation, business activities / Interface Consolidation
- Internal Drive Electronics (IDE) / Specifying Your Server Hardware
- international offices, requirements / International Needs
- Internet Explorer support, SugarCRM / Accessing the SugarCRM System
- invitees, add / Calendaring
- issue management, CRM training / Session 2: Management Training Completion and Issue Managementissue management, CRM training
J
- junior administrator, enhanced role management / Enhanced Role Management: Access Control Lists
K
- Konqueror support, SugarCRM / Accessing the SugarCRM System
L
- LAMP stack / Web-Based Application Platforms
- LAN interface, server hardware / Specifying Your Server Hardware
- Lead Conversion screen / The Sales Pipeline: Leads and Opportunities
- Lead Detail view / The Sales Pipeline: Leads and Opportunities
- Lead Edit view / The Sales Pipeline: Leads and Opportunities
- leads, business activities / Tracking Leads and Opportunities, The Sales Pipeline: Leads and Opportunities, Targets versus Leads and Contacts
- importing / Importing Leads and Opportunities
- leads, capturing / Capturing Customer Leads from a Public Site into your SugarCRM Installation
- leads status / The Sales Pipeline: Leads and Opportunities
- leave data, employee details view / Human Resources Management
- license acceptance screen, Mambo installation / Installing the Mambo Portal
- License Acceptance Screen, SugarCRM Linux Installation / Install SugarCRM
- License Acceptance Screen, SugarCRM Setup Wizard / Basic SpikeSource Installation
- linking external websites / Linking in External Websites
- Links theme / Themes
- Linux installation, SugarCRM
- installation / Basic SUSE Linux Installation
- configuration / Configure the SUSE Linux Installation, Configure Installation Settings
- updating / Updating the SUSE Linux Installation
- Apache testing / Test Apache and PHP
- php.ini configuration / Configure php.ini
- SugarCRM Installer / Install SugarCRM
- Linux installaton, SugarCRM
- MySQL configuration / Configure MySQL
- List restriction setting / Role Management Extension
- List restriction settings / Role Management Extension
- List view screen / List and Detail View Screens
- live deployment / Going Live: Stepwise Introduction
- location, requirements / Location, Location, Location
- multiple regional offices / Location, Location, Location
- outbound sales persons / Location, Location, Location
- login screen / Accessing the SugarCRM System
- Log In Screen, SugarCRM Linux Installation / Install SugarCRM
M
- maintenance, administration / General Maintenance
- Mambo component configuration / Installing the SugarCRM Portal Components for Mambo
- Mambo Menu Manager / Adding Cases and Bugs to the Mambo User Menu
- Mambo portal / Installing the Mambo Portal
- installation / Installing the Mambo Portal
- logging-in / Installing the Mambo Portal
- administration / Installing the Mambo Portal
- installing SugarCRM components / Installing the SugarCRM Portal Components for Mambo
- component configuration / Installing the SugarCRM Portal Components for Mambo
- new menu item / Adding Cases and Bugs to the Mambo User Menu
- Sugar Login form / Publish the Sugar Login Form
- new Mambo user / Create a New Mambo User
- Admin Console / Using Your New Self-Service Portal
- management training, initial / Session 1: Initial Management Training and Product Exposureproduct exposure, CRM trainingmanagement training, initial
- Manufacturers option, Product Catalog module / Product Catalog
- marketing campaigns / Marketing Campaigns
- marketing campaigns slide, CRM training materials / Slide 14: Extending CRM 2—Marketing Campaignsmarketing campaigns slide, CRM training materials
- Mass Emailer Campaign Settings option / Enabling the Mass Emailer
- mass emailing queue / The Mass Emailing Queue
- Mass Email Manager section / The Mass Emailing Queue
- mass email monitoring, administration / Enabling the Mass Emailer
- Mass Update panel / Updating Several Records at Once
- master service contract, Service Contract module / Service Contract Management
- materials, CRM training / CRM Training Materials
- medium services business / Small and Mid-Size Businesses: The Good, the Bad, and the Ugly
- Meeting Detail view / Calendaring
- meetings, detail screen / Calendaring
- meeting scheduling / Scheduling a Call or Meeting
- memory size, server hardware / Specifying Your Server Hardware
- memory type, server hardware / Specifying Your Server Hardware
- menu items, Mambo administration / Adding Cases and Bugs to the Mambo User Menu
- Microsoft .NET platform, deployment / Web-Based Application Platforms
- Microsoft CRM / What are my CRM Options?
- modifying existing modules / Making Changes to your Existing CRM Modules
- Module Loader, administration / Using the Module Loader
- Module Loader screen / Using the Module Loader
- modules, modifying / Making Changes to your Existing CRM Modules
- modules, third-party / Using the Module Loader
- mod_sugarlogin module / Installing the SugarCRM Portal Components for Mambo
- Mozilla support, SugarCRM / Accessing the SugarCRM System
- multiple system administrators / Should More Than One User Be Given System Admin Capability?
- My Forecasts option, Forecasts module / Forecasting
- My Open Tasks area / Creating a Task
- My Portal module / Linking in External Websites
- My Portal tab / Linking in External Websites
- MySQL configuration, Mambo installation / Installing the Mambo Portal
- My Teams Forecasts option, Forecasts module / Forecasting
N
- .NET platform, deployment / Web-Based Application Platforms
- navigation, SugarCRM / The Beauty of CRM Navigation, CRM Navigation Basics: Accounts and Contacts
- Accounts tab / List and Detail View Screens
- main panel / Main Panel and Sub-Panels
- sub panel / Main Panel and Sub-Panels
- edit view screens / Edit View Screens
- searching / Linking and Searching
- linking / Linking and Searching
- navigation shortcuts
- create account / Edit View Screens
- needs, small business / Typical Small Business Needs
- NetSuite / What are my CRM Options?
- new user, mambo portal / Create a New Mambo User
- notes, creating a / Creating a Note
- notifications, email / Email Notifications
O
- on demand model, CRM deployment / Deployment Options, Deployment Alternatives
- Only My Items checkbox, search panel / List and Detail View Screens
- Open Activities sub-panel, Account Detail screen / Creating a Task
- operating system, server requirements / Choosing a Server Operating System
- opportunities, business activities / Tracking Leads and Opportunities, The Sales Pipeline: Leads and Opportunities
- importing / Importing Leads and Opportunities
- Opportunities by Lead Source by Outcome chart / The Dashboard
- Opportunities List screen / The Dashboard
- Opportunities List view screen / Aggregating Opportunities: The Sales Pipeline
- opportunities slide, CRM training materials / Slide 8: CRM Basics 3—Opportunities and the Sales Pipeline, Home Tabhome tab slide, CRM training materialssales pipeline slide, CRM training materialsopportunities slide, CRM training materials
- Opportunities tab / Aggregating Opportunities: The Sales Pipeline
- Opportunity Detail view screen / Aggregating Opportunities: The Sales Pipeline
- Opportunity Edit view screen / Aggregating Opportunities: The Sales Pipeline
- outbound traffic, server bandwidth / Bandwidth Capacity and Reliability Considerations
P
- packaging third-party modules / Using the Module Loader
- password change, user management / Adding System Users
- password resets, administration / Resetting Passwords
- patches
- role management extension / Role Management Extension
- Perform Setup Screen, SugarCRM Linux Installation / Install SugarCRM
- Perform Setup screen, SugarCRM Setup Wizard / Basic SpikeSource Installation
- Permissions Management Infrastructure (PMI), requirements / Size Does Matter: Two or Two Hundred?
- pilot testing, CRM implementation / Pilot Testing
- Pipeline by Month by Outcome chart / The Dashboard
- Pipeline by Sales Stage chart / The Dashboard
- POP email, commercial add-ons / Receiving POP Email
- benefits / Receiving POP Email
- ZuckerMail module / Receiving POP Email
- Portal Only User checkbox, Sugar administration / Installing the SugarCRM Portal Components for Mambo
- power supply, server hardware / Specifying Your Server Hardware
- pre-installation check, Mambo installation / Installing the Mambo Portal
- prerequisites, Mambo installation / Installing the Mambo Portal
- printing information / Printing Information
- priority, tasks / Creating a Task
- problems, CRM implementation / Some Common Pitfalls
- processor, server hardware / Specifying Your Server Hardware
- product based business model, requirements / Products or Services?
- product catalog module, SugarPro add-ons / Product Catalog
- Product Categories option, Product Catalog module / Product Catalog
- product exposure, CRM training / Session 1: Initial Management Training and Product Exposureproduct exposure, CRM trainingmanagement training, initial
- Products module, Sugar Pro add-ons / Products Module
- Product Types administration option, Product Catalog module / Product Catalog
- project goals, CRM implementation / Setting Project Goals and Specifications
- project management / Project Management
- project management slide, CRM training materials / Slide 16: Extending CRM 4—Project Managementproject management slide, CRM training materials
- Projects Detail View screen / Project Management
- Projects List View screen / Project Management
- Projects tab / Project Management
- Project Tasks subpanel / Project Management
- proprietorship / Small and Mid-Size Businesses: The Good, the Bad, and the Ugly
- Published Reports List View / Standard and Custom Reporting
Q
- Quick New Item box / Quick New Item
- Quotes List view screen / Quotes Module
- Quotes module, Sugar Pro add-ons / Quotes Module
- Quotes list view / Quotes Module
- creating a quote / Quotes Module
R
- recurring business model, requirements / Average Transaction Value, Sales Cycle, and the Recurring Business Model
- recurring duties, administration / User Management
- redundancy, internet connections / Bandwidth Capacity and Reliability Considerations
- Related Records sub-panel / The Sales Pipeline: Leads and Opportunities
- Releases function, administration / Defining Releases for Bug Tracker
- reliability, server requirements / Bandwidth Capacity and Reliability Considerations
- reporting, need for / Standard and Custom Reporting
- Reports module, Sugar Pro add-ons / Standard and Custom Reporting
- Published Reports List View / Standard and Custom Reporting
- tabs / Standard and Custom Reporting
- sample custom report / Standard and Custom Reporting
- account reports / Standard and Custom Reporting
- requirements, business models / Business Models and Their Specific Requirements
- B2C / B2B or B2C?
- B2B / B2B or B2C?
- products / Products or Services?
- services / Products or Services?
- average transaction value / Average Transaction Value, Sales Cycle, and the Recurring Business Model
- sales cycle / Average Transaction Value, Sales Cycle, and the Recurring Business Model
- recurring business model / Average Transaction Value, Sales Cycle, and the Recurring Business Model
- location / Location, Location, Location
- requirements, small business / Typical Small Business Needs
- requirements analysis / Identifying the CRM Needs of Your Business
- Restrictions subpanel, role management / Role Management Extension
- Return to List, details view / Main Panel and Sub-Panels
- role management extension, free add-ons / Role Management Extension
- Role Management option, SugarCRM administration / Role Management Extension
- roles, administration / Defining System Roles
- Roles List View screen / Role Management Extension
- Roles List view screen / Defining System Roles
- RSS news feeds / RSS News Feeds
S
- sales activities / Sales Activities
- sales cycle, requirements / Average Transaction Value, Sales Cycle, and the Recurring Business Model
- Salesforce.com / What are my CRM Options?
- sales force automation, business activities / Sales‑Force Automation
- Sales General and Administration / Customer‑Centric Business Management
- SalesLogix / What are my CRM Options?
- sales pipeline slide, CRM training materials / Slide 8: CRM Basics 3—Opportunities and the Sales Pipeline, Home Tabhome tab slide, CRM training materialssales pipeline slide, CRM training materialsopportunities slide, CRM training materials
- sales pipeline tracking, business activities / Tracking the Sales Pipeline
- sales team management, Sugar Pro add-ons / Sales Teams
- SATA / Specifying Your Server Hardware
- SATA disk drives, server hardware / Specifying Your Server Hardware
- Schedule button, Campaign Detail view / The Mass Emailing Queue
- Schedule Call shortcut, Activities tab / Scheduling a Call or Meeting
- scheduling / Calendaring, Scheduling a Call or Meeting
- SCSI / Specifying Your Server Hardware
- SCSI disk drives, server hardware / Specifying Your Server Hardware
- search accounts / List and Detail View Screens
- security, deployment server / Server Security
- security camera, linking / Linking in a Security Camera
- security considerations, choosing a server / Backup and Security Considerations
- security measures / Server Security
- Select File button, Field Layout Editor / Field Layout Editor
- self-hosted model, CRM deployment / Deployment Alternatives
- server issues / Server Issues for Self-Hosted and Collocated Deployments
- self-service portals / Customer Self-Service Portals, Using Your New Self-Service Portal
- Serial Advanced Technology Attachment (SATA) / Specifying Your Server Hardware
- server appliance model, CRM deployment / Deployment Options
- server collocation model, CRM deployment / Deployment Alternatives
- server hardware, choosing / Specifying Your Server Hardware
- server requirements, SugarCRM / Specifying Your Server Hardware
- operating system / Choosing a Server Operating System
- web-based application platforms / Web-Based Application Platforms
- hardware / Specifying Your Server Hardware
- backups / Backup and Security Considerations
- security / Server Security
- bandwidth capacity / Bandwidth Capacity and Reliability Considerations
- server security / Server Security
- service contract detail view / Service Contract Management
- service contract management, business activities / Tracking Service Cases and Support Contracts, Service Contract Management
- Service Contracts module / Service Contract Management
- services based business model, requirements / Products or Services?
- Setup Wizard, SugarCRM / Basic SpikeSource Installation
- SG&A / Customer‑Centric Business Management
- shared server model, CRM deployment / Deployment Alternatives
- Site Configuration Screen, SugarCRM Linux Installation / Install SugarCRM
- Site Configuration screen, SugarCRM Setup Wizard / Basic SpikeSource Installation
- size, requirements / Size Does Matter: Two or Two Hundred?
- slides, CRM training materials / CRM Training Materials
- Small Computer System Interface (SCSI) / Specifying Your Server Hardware
- small services business / Small and Mid-Size Businesses: The Good, the Bad, and the Ugly
- software bug tracking / Software Bug Tracking
- software bug tracking, business activities / Tracking Service Cases and Support Contracts
- specifications, CRM implementation / Setting Project Goals and Specifications
- speed, server requirements / Bandwidth Capacity and Reliability Considerations
- status, leads / The Sales Pipeline: Leads and Opportunities
- subcontract detail view / Service Contract Management
- subcontracts, Service Contract module / Service Contract Management
- Subpanels restriction setting / Role Management Extension
- SugarCRM / What is SugarCRM?
- about / What is SugarCRM?
- versions / What is SugarCRM?
- navigation / The Beauty of CRM Navigation
- server requirements / Specifying Your Server Hardware
- browser support / Accessing the SugarCRM System
- importing data / Importing your Data
- training / The CRM Training Process
- SugarCRM Setup Wizard / Basic SpikeSource Installation
- Sugar Login Form, Mambo / Publish the Sugar Login Form
- Sugar on Spike 4.0 for Windows Setup screen / Basic SpikeSource Installation
- Sugar Pro
- Product Catalog module / Product Catalog and Products Module, Product Catalog
- Products module / Products Module
- Quotes module / Quotes Module
- Forecasting module / Forecasting
- Reporting modules / Standard and Custom Reporting
- sales team management / Sales Teams
- enhanced role management / Enhanced Role Management: Access Control Lists
- Sugar Wireless / Sugar Wireless
- Sugar Pro add-ons / Sugar Pro Add-Ons
- Sugar self-service portal for Mambo / Installing the SugarCRM Portal Components for Mambo
- Sugar Studio / Using Sugar Studio
- Sugar Wireless / Sugar Wireless
- support contracts, business activities / Tracking Service Cases and Support Contracts
- surveillence camera, linking / Linking in a Security Camera
- symmetric internet connections / Bandwidth Capacity and Reliability Considerations
- system adjustments, CRM training / Goals:system adjustments, CRM training
- system administrator / System Administration Duties
- choosing / Who Should Be the System Administrator?
- multiple admins / Should More Than One User Be Given System Admin Capability?
- installation duties / Administration Duties at System Installation Time
- system settings / Configuring System Settings
- currencies / Defining Currencies and Rates
- system roles / Defining System Roles
- system tabs / Configuring System Tabs
- defining releases / Defining Releases for Bug Tracker
- system users, adding / Adding System Users
- Sugar Studio / Using Sugar Studio
- mass emailing / Enabling the Mass Emailer
- recurring duties / User Management
- resetting passwords / Resetting Passwords
- general maintenance / General Maintenance
- updating / Checking for Updates to Sugar Open Source
- backups / System Backups
- Upgrade Wizard / Using the Upgrade Wizard
- Module Loader / Using the Module Loader
- system backups / System Backups
- System Check Screen, SugarCRM Linux Installation / Install SugarCRM
- System Check screen, SugarCRM Setup Wizard / Basic SpikeSource Installation
- system development partner, CRM implementation / System Development
- system roles, administration / Defining System Roles
- system tabs, configuring / Configuring System Tabs
- system users, adding / Adding System Users
T
- targets, email campaign / Adding Targets to the Campaign
- targets, marketing campaign / Targets versus Leads and Contacts
- Targets List view / Adding Targets to the Campaign
- task, creating a / Creating a Task
- task scheduling / Calendaring
- team management / Sales Teams
- team notices, Teams module / Sales Teams
- Teams List view / Sales Teams
- Teams module, Sugar Pro add-ons / Sales Teams
- templates, email / Email Templates
- testing, CRM implementation / Pilot Testing
- themes / Themes
- third-party modules / Using the Module Loader
- Tracker Link Text field, marketing campaign / Tracking a Campaign
- Tracker Re-direct URL field, marketing campaign / Tracking a Campaign
- tracking a campaign / Tracking a Campaign
- tracking leads, business activities / Tracking Leads and Opportunities
- tracking sales pipeline, business activities / Tracking the Sales Pipeline
- training materials, CRM training / CRM Training Materials
- training process, CRM implementation / The CRM Training Process
- TSV files / Targets versus Leads and Contacts
- types of businesses / Small and Mid-Size Businesses: The Good, the Bad, and the Ugly
U
- undo last import option / Import Accounts
- Update button, Account List view screen / Updating Several Records at Once
- updates, checking for / Checking for Updates to Sugar Open Source
- updating several records simultaneously / Updating Several Records at Once
- Upgrade Wizard, administration / Using the Upgrade Wizard
- UPS, security measures / Server Security
- user, mambo portal / Create a New Mambo User
- User Edit View screen / Adding System Users
- user interface changes, CRM customization / How Do I Make Shrink-Wrapped Software Suit My Business?
- user interface features / Advanced User Interface Features
- user management / User Management
- adding system users / Adding System Users
- inactive users / User Management
- users, server hardware / Specifying Your Server Hardware
- user training, general / Session 4: General User Training Sessionuser training, general
V
- vCard / Create from vCard
- VCR controls, details view / Main Panel and Sub-Panels
- video, server hardware / Specifying Your Server Hardware
- View Change Log, details view / Main Panel and Sub-Panels
W
- web-based CRM / Typical Small Business Needs
- web based application platforms, server requirements / Web-Based Application Platforms
- Wireless Contact List View, Sugar Pro / Sugar Wireless
Z
- ZuckerMail module, commercial add-ons / Receiving POP Email