Getting Started With SugarCRM Version 6.X

Whether you are new to SugarCRM or just want to learn more, this book is for you. 

The first in the SugarCRM Foundation Series, this one-of-a-kind book will get you started with SugarCRM from an end user perspective. With interactive quizzes, how-to galleries, and videos, it will guide you through using all of the sales, marketing, and support tools and features of SugarCRM. Endorsed by SugarCRM, this book is loaded with plenty of Best Practice suggestions and timesaving tips to help you get the most out of your SugarCRM system and supplement your SugarCRM training. Learn about all of the features and tools of SugarCRM, from the common to the little known.


This book was written by Technology Advisors, a Gold Level and Certified SugarCRM Training Partner. 


In this book, you can learn how to:

-Navigate the SugarCRM workspace

-Manage your day with your Dashboard

-Create and manage Leads, Accounts, and Opportunities in SugarCRM

-Use the Quotes, Products, and Projects modules to streamline your sales process

-More accurately predict future sales with SugarCRM’s Forecasting module

-Create, send, and track email Campaigns in SugarCRM

-Create custom Web-to-Lead forms in SugarCRM for your website

-Support customers through use of the Cases, Bug Tracker, and Contracts modules

-Share solutions to common issues internally and externally with a Knowledge Base

-Use the Calendar in SugarCRM to effectively track Tasks you need to complete and Activities with your customers 

-Send emails from SugarCRM using templates, signatures, and attachments 

-Create custom Reports in to analyze your business practices and increase accountability

-Easily import data into SugarCRM

-Integrate with Outlook via SugarCRM’s plug-in

-Perform Mail Merges with your SugarCRM data via Word

-Use SugarCRM on-the-go with one of SugarCRM’s mobile solutions