Manuals

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

Records management We have covered the different views that are presented to you, so now we will move on to record management. In this section, we will cover all areas of record management so that you can efficiently store and manage customer data. Creating Records You can create records within the modules from several different … Read more

Views Within the CRM you will be presented with several views. These views are structured to present you with key information through the records management process. There are three main points of view: – View of the list – Details view – Edit view All of these views have specific purposes and are described in … Read more

Homepage The home page is the first page that is displayed for subsequent authentication. The home page has several elements that can be used and configured, such as Dashlets, Tabs, and the Sidebar. Dashlets Dashlets are user-configurable sections that are displayed on the home page that give you a quick overview of your records and … Read more