How to use SugarCRM

The email functionality in SugarCRM has some sophisticated options. On one hand you can send emails from your account at SugarCRM provided you've specified the right settings. If you haven't done that already proceed to Admin -> Email Settings. In the general case your settings should look like this:

Select the checkbox next to Use SMTP Authentication and enter the corresponding username and password. You can use an mail account at SiteGround for sending mails. At the end click Save. Now you'll be able to send mails right from SugarCRM.

Alternatively, you can use the predefined settings for Gmail, Yahoo and Microsoft Exchange accounts.

Inbound Email Setup

Next we'll take a look at the incoming mail options. For this purpose navigate to your Admin section. Then click on the Inbound Email link at the bottom and choose New Group Mail Account.

Specify the mail settings in the first box. The bottom box is quite interesting. You can choose the possible handling for the incoming mails. Explore all possibilities and choose the appropriate for you.

Please, find more information about email settings at the Email tutorial.

Those were among the most important features we've covered. As we've mentioned working with the application is intended to be intuitive and user friendly. It might be useful to have your first installation populated with sample data (refer to the Installation Tutorial section), so you can explore all features with sample values.

Please, feel free to contact us if you have any questions or recommendations about this tutorial at: tutorials 'at' siteground.com

SugarCRM is a trademark of SugarCRM Inc. SiteGround is not affiliated with or endorsed by the SugarCRM Project or its trademark owners.