CRM Manuals

Meetings Like the Calls module, the Meetings in Suite CRM module allows Users to create a record of any Meeting in which they have participated. The Meeting planner allows Users to invite attendees, send guests, set reminders, reschedule and interact with other modules, including an Account, Contact, Project and many other Objects. This module has … Read more

Calls The call module in SuiteCRM allows users to schedule and record a record of incoming and outgoing calls from which they can be participants. Call actions You can access the Call actions from the pull-down menu of the call menu or from the sidebar. The actions of Calls are the following: – Register call: … Read more

Calendar The Calendar module in SuiteCRM allows you to manage your time by scheduling Meetings, Calls and Tasks. Users can share their Calendar so they can allow others to see their upcoming activities. These activities will be shown in the Calendar module since the User involved is a participant or the task assigned to them. … Read more

Leads In SuiteCRM, a Lead is an unqualified contact usually generated from some type of event related to marketing, for example, it could be a person who has completed a form on your website or someone you have met at a trade show and still not sure if they have the authority to buy. Once … Read more

Opportunities An opportunity is a qualified sales prospect with a likely chance that you can do business with your company. It has established that they have purchasing power and have entered the purchase cycle. This module allows you to track your Opportunities along the Sales Channel. Opportunities Actions You can access the Opportunities actions from … Read more

Contacts In SuiteCRM, a contact is an individual that is typically associated with an account (organization) or opportunity (qualified prospect). This module contains all the information related to these individuals and also provides an advantageous position for any history related to a contact record, for example, if they were involved in a meeting, raised a … Read more

Search Search is a vital aspect of CRM, since it allows you to quickly define what you want to see. Many CRM will have large data sets, so it is vital that you have a way to refine your search. In the following subsections, we will cover the various search options available to you. Global … Read more

Accounts The Accounts module is the centralized base from which you can create an association with most of the records in SuiteCRM. It is possible to create a relationship with Contacts, Converted Conductors, Opportunities, any Activity such as Emails or Meetings and Cases. The accounts in SuiteCRM generally contain all the information specific to a … Read more

Desktop notifications Enable desktop notifications You can enable desktop notifications by accessing the ‘Advanced‘ tab within your user preferences. This will enable desktop notifications only for that browser on that computer. You can choose to enable desktop notifications only for that browser session or for always. NOTE: Users will have to enable desktop notifications on … Read more

Online edition The online edition gives you the possibility to change the values ​​whenever you want. This has been implemented in both the List View and Detailed View, providing an advantage for users who want to change field values ​​quickly, reducing the number of processes that would normally be taken to edit the entire record. … Read more