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Thread: Is there a basic getting started guide?

  1. #1
    kp1
    kp1 is offline Member
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    Default Is there a basic getting started guide?

    I"m a brand new SugarCRM Pro user. Is there a getting started guide/manual?

    If so, where do I find it?

    Thanks,
    kp1

  2. #2
    Angel's Avatar
    Angel is offline Sugar Community Member
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    Default Re: Is there a basic getting started guide?

    Give this page a look, as it contains a number of links to not only documentation, but also videos, etc. you might find helpful:

    http://www.sugarcrm.com/university/
    Regards,

    Angel Magaña
    Co-Author: Implementing SugarCRM 5.x (Packt Publishing -- Sept. 2010)
    Blog: http://cheleguanaco.blogspot.com.
    Twitter: @cheleguanaco.

    ________
    | Projects: |_____________________________________
    |
    | CandyWrapper (.NET Wrapper for SugarCRM SOAP API). Source now available on GitHub!
    | GoldMine to SugarCRM Express Conversion. Latest: 1.0.1.7 (Nov. 3, 2009)
    | CRM SkyDialer (Skype Integration). Latest: 1.0.2 (Feb. 17, 2010)
    | Round Robin Leads Assignment
    | Phone Number Formatter
    | CaseTwit (Twitter Integration)
    ______________________________________________

  3. #3
    blak3r's Avatar
    blak3r is offline Sugar Community Member
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    Default Re: Is there a basic getting started guide?

    #1 - I found this manual useful although the screenshots are outdated the principles are good.
    http://www.sugarforge.org/projects/training


    #2 - Professionally recorded sugar training video for end users here:
    http://media.sugarcrm.com/university...rWebinarv6.wmv

    I made notes of what was covered at various portions of the video for my end-users...


    TIME - DESCRIPTION OF WHAT'S COVERED

    0:00 - Intro stuff, SKIPPABLE (slow)

    4:22 - CRM Terminology - Explains what Leads vs Contacts, Accounts, Opportunity, etc. and provides an overview of the transition points... VERY USEFUL.

    9:30 - Homepage

    12:30 - Gets into customization of dashlets (HELPFUL IF YOU WANT TO GET MOST OUT OF YOUR HOMEPAGE)
    18:05 - Adding new dashlets.

    23:20 - GLOBAL Search -- IMPORTANT explains use of WILDCARDS (ie the % character)
    24:55 - Updating your user profile,

    28:45 - Creating and linking records.

    [skipped around in here... NEW USERS SHOULD WATCH]

    35:30 - Converting a lead while creating an opportunity
    50:00 - Creating a quote for an opportunity. VERY GOOD

    1:00:55 - Creating Activities.

    [ haven't watched the rest... if you do please let users know whats in there]
    Sugar 6 Pro, On-Site (Apache 2.0, MySQL 5.1, PHP 5.2.6)

    My SugarForge Projects:
    Email To Sugar - Archive emails in any mail client by adding a BCC line.
    Task Dashlets Plus- Adds custom dashlets for: tasks assigned to me by others, delegated tasks, overdue tasks, and open tasks past start date

    www.blakerobertson.com

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