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How to Import Contacts into SugarCRM from CSV

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admin
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on Saturday, 11 June 2011
in Web Applications
This is a step by step guide on the process of importing contacts into SugarCRM or any customized versions of SugarCRM Open Contacts Under Marketing select Contacts Start the Import wizard Click "Import" to bring up the import wizard Uploading a "CSV" file Follow the sequence to proceed to Import...
Tags: SugarCRM
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Creating and Managing SugarCRM E-mail Templates

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admin
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on Friday, 10 June 2011
in Web Applications
If you use Sugar CRM or a customized version of Sugar CRM this guide will walk you through creating and managing e-mail templates. On of the great uses of this is that you can either have one person create all your e-mail templates or you can create your templates before...
Tags: SugarCRM
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How to convert a Target to a Contact in SugarCRM

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admin
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on Wednesday, 08 June 2011
in Web Applications
This guide walks you through the process of converting a Target to a Contact in your SugarCRM based system. This is a process that you either complete for either one of two reasons, either to clean up your database or the Target has truly become a contact. As of today...
Tags: CRM, SugarCRM
Hits: 707
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