By default, SugarCRM displays 12 modules (elements of the program) across the top of the screen as tabs. You can access the other modules by clicking the double right-pointing arrows on the right side of the Module Tab bar but this list represents the Sugar modules most frequently used:
Accounts: Companies that you do business with.
Contacts: People that you do business with.
Leads: People or companies that you hope you do business with in the future.
Campaigns: An organized structure for keeping track of your marketing efforts; hopefully you'll attract new customers — and retain the ones you already have.
Opportunities: Identifies the various chances you have for selling your goods or services.
Projects: Your mega-tasks that generally require lots of steps — and lots of people to help you out.
Cases: The customer service issues that your company is currently dealing with.
In addition to the basic SugarCRM modules, you can download more modules at www.sugarexchange.com/ or http://www.sugarforge.org/. If you still can't find just what you're looking for create your own using Sugar's module builder.
dummies
Source:http://www.dummies.com/how-to/content/commonly-used-sugarcrm-modules.html
No comments:
Post a Comment