I"m a brand new SugarCRM Pro user. Is there a getting started guide/manual?
If so, where do I find it?
Thanks,
kp1
I"m a brand new SugarCRM Pro user. Is there a getting started guide/manual?
If so, where do I find it?
Thanks,
kp1
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)
______________________________________________
#1 - I found this manual useful although the screenshots are outdated the principles are good.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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