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Thread: Newbie Problem Setting Up Custom Fields

  1. #1
    jhalsey205 is offline Member
    Join Date
    Aug 2006
    Posts
    6

    Default Newbie Problem Setting Up Custom Fields

    I am having problems completely setting up Sugar. I am a non IT - sales/bus dev guy, and because of a lack of resources, the system administrator. Everything is installed on my laptop as I am the only user - (my intent is to make a case for deploying for our small company, but feel I must prove the usability). I have successfully
    >>installed Sugar
    >>installed Outlook Plugin
    >>imported data

    My questions (issues):
    1) I have customized my sales process and defined weights/% (via admin/studio/dropdown editor/sales_probability_dom), but when I go into my Opportunities, Probability is a open text field not linked to the Sales Stage. What am I missing?
    2) My company has a recurring revenue model; our product has a unit cost. Thus, I need to capture / and forcast:
    >>unit cost / cost of service (usually $2 - $5) which I define
    >>number of lives / utilizers (typically between 500 - 10,000)

    I then hope to multiply
    >>unit cost x lives = protential revenue
    >>unit cost x lives x weight/% (associated with probability in each sales stage) = weighted revenue

    3) A minor issue - I seem unable to upload my comapny's logo. I did the follow (to no avail): admin/system settings/logos; I then navigated to my logo set at 212x40 pixels & uploaded. I tried jpg's, gif's, pmg's. What am I missing?

    Any help is greatly appreciated

    Thanks

    John
    Last edited by jhalsey205; 2006-08-27 at 10:29 AM.

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