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Sugar Community Edition 5.2 Documentation
Sugar Community Edition User Guide
Version 5.2
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Preface : Overview
Sugar consists of modules, each of which represents a specific functional aspect of CRM such as Accounts, Activities, Leads, and Opportunities. For example, the Accounts module enables you to create and manage customer accounts, and the Activities module enables you to create and manage activities related to accounts, opportunities, etc. These modules are designed to help you manage customer accounts through each step of their lifecycle, starting with generating and qualifying leads to customer support and resolving reported bugs. Because many of these steps are interrelated, each module displays related information. For example, when you view the details of a particular account, the system also displays the related contacts, activities, opportunities, and bugs. You can not only view and edit this information but also create new information.
As an administrator, you have the power to implement access control for these modules. You can customize the look and feel of Sugar across your organization. You can even create new modules if needed. You can also create multiple forums as platforms of discussion on various topics amongst your users and customers.
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Lead, Contact, and Opportunity Management to share information and pursue new business.
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Account management to manage all customer interactions in a single location.
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Lead management for tracking and cultivating new leads.
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Email marketing for touching prospects and customers with relevant offers.
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Campaign management for tracking campaigns across multiple channels.
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Campaign reporting to analyze the effectiveness of marketing activities
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Activity management for emails, tasks, calls, and meetings
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Content syndication to consolidate third-party information sources.
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The RSS news feeds module lets you select and manage your favorite news feeds, and display them on your My RSS News Feeds screen.
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Customize the application with Sugar Studio so that Sugar meets the exact needs of your company.
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The Portal module allows administrators and users to link external web sites and web applications into the Sugar user interface, enabling Sugar to become a unified information interface for its users.
Sugar is built on established open-source technologies and widely supported industry standards, including the PHP development environment, the MySQL relational database, the Apache or IIS web servers, and the Linux or Windows Server operating systems. The system supports both the LAMP (Linux, Apache, MySQL, PHP) and WIMP (Windows, IIS, MySQL, PHP) platforms.
What’s New in 5.2
With each revision of the Sugar software, significant advances are made in both the feature set and usability of the software.
Connector to External Data Source
Sugar provides a connector to LinkedIn to enable users to view data from external data sources from within a Sugar record. Additional connectors to other data sources can be obtained and installed using Module Loader.
Sugar Feed enables users to be informed as soon as a user creates a new contact, lead, opportunity, or case. Users can add a My Sugar Feed dashlet on their Home page so that when a user performs any of these actions, a message displays in the dashlet on their Home page. System Administrators can enable this functionality for users.
Additionally, System Administrators can enable User Feed to allow users to post status updates, external links, images, and YouTube videos.
Sugar provides a My Portal dashlet that presents product information and news about SugarCRM on your Home page. You can add additional My Portal dashlets to view information from external web sites and applications directly within your Sugar instance.
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Copyright 2004-2008 SugarCRM Inc.
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