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Table Of Contents

Preface
About this Guide
Audience
Overview
Core Features
Sales Management
Marketing Automation
Collaboration
News Service
Administration
Interface Consolidation
What’s New in 5.2
Connector to External Data Source
Sugar Feed
My Portal Dashlet
Related Documentation
Getting Started
“Technical Requirements” on page 1
Technical Requirements
Web Browser and Window Controls
Accessing Sugar
Setting Your Preferences
To set or edit your profile and preferences
Security Timeout
Managing Your Password
Navigating the User Interface
“Overview of the Sugar User Interface” on page 9
Overview of the Sugar User Interface
System Links
Sugar Modules
Common Module Options
Viewing and Managing Record Information
To manage related information in sub-panels
Tracking User Activity
Tracking and Managing Record History
Editing and Deleting Multiple Records
To edit or delete multiple records
Integrating Data from External Sources
Managing Sugar Dashlets
Adding a Sugar Feed Dashlet
Merging Duplicate Records
Searching for Information in Sugar
Global Search
Basic Search
Advanced Search
Saving Search Criteria and Layout
Using Sugar
Home Module
My Portal Module
Calendar Module
Viewing Shared Calendars
Creating Appointments
Activities Module
Scheduling Calls and Meetings
Creating Tasks
Creating Notes and Attachments
Contacts Module
Creating Business Cards
Using vCards to Import and Export Contacts
Leads Module
Managing Lead Information
Opportunities Module
Cases Module
Bug Tracker Module
Documents Module
Identifying MS Word Mail Merge Templates
Emails Module
Supported Email Protocols
Configuring Email Settings
General Settings
Mail Accounts
Email Folders
Composing Emails
Viewing and Managing Emails
Creating an Email Address Book
Searching for Emails
Archiving Emails
Creating Email Templates
Campaigns Module
Creating and Importing Campaign Targets
Creating a Campaign
Types of Campaigns
Executing an Email Campaign
Creating Email Marketing Records
Creating Tracker Redirect URLs
Using the Campaign Wizard
Running Campaign Diagnostics
Testing Campaigns
Managing Campaigns
Viewing Campaign Status
Viewing a Campaign’s Return on Investment
Creating Web-to-Lead Forms
Performing a Mail Merge
Projects Module
Creating a Project
RSS Module
Dashboard Module
Customizing Predefined Charts
Forums Module
Employees Module
Importing and Exporting Data
“Importing Data” on page 129
“Exporting Data” on page 137
Importing Data
Mapping Data and File Settings
Importing Account Data
To import account data
Importing Contact Data
Exporting Data
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SugarCRM

SugarCRM

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Published by vivagarwal

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Published by: vivagarwal on Apr 13, 2011
Copyright:Attribution Non-commercial

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01/27/2014

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