How to use SugarCRM

How to create contacts in SugarCRM?

First, contacts are people related to sales accounts. There is a tab Contacts which brings you to a list with all the contacts. You can add contacts from this page. Contacts may also be added directly from the left Shortcuts menu on the home page.

By clicking on the link Create Contact on the left Shortcuts menu you are taken to a page with numerous fields. There you can store quite detailed information for your contact. You don't have to fill all the fields, but the Family Name by which the contact is saved.

Another way to add a contact is by the shortcut Enter Business Card from the left menu. The difference is that here are provided less details. There is also a possibility to import a contact from a vCard by uploading the file. The link to this can be found on the Shortcuts menu in Contacts tab.

It is useful to know that Contacts can be exported to a .csv file (Outlook compatible). This is done by checking the box next to the Contact's name and clicking the red Export link at the top/bottom of the list.

How to create accounts in SugarCRM?

For managing your accounts, please click on the Accounts tab. Creating account is just as easy as everything else in this very user friendly application. You have a link for creating contacts on your left Shortcuts menu. It is recommended to fill in as much information as you have so that everyone can benefit from it. Make sure you fill in Account Name as it is used for the name by which the account will be stored.

Creating Leads, Opportunities, Cases, Tasks or scheduling Meetings and Calls is similar to the mentioned above. Just follow the link on the Shortcuts menu on the home page. Click on the corresponding tab for more details and operations.

How to share documents in SugarCRM?

Sharing documents is an incredibly useful and convenient feature in SugarCRM which allows you to upload files and share them with your team. You can specify revision details, full description and expiration date for them. Efforts have been again focused on making working with it very intuitive.