Getting Started with Sugar

Thank you for selecting SugarCRM. Here's a quick overview of what you need to do next and pointers to other resources.

• On-Demand
• On-Site
• Support & Training

Please follow the instructions below, if SugarCRM is managing your deployment. If you are installing and deploying Sugar on your own servers, please review this guide.

• Step 1 Using the login information sent to you in your "Welcome" email, log into your Sugar instance as the admin user.

  Help: I didn't receive a "Welcome" email

  You will receive two automated emails from SugarCRM after you purchase Sugar online.

  First, you will receive an automated email containing a copy of your invoice from orders@sugarcrm.com. The email subject will look like: SugarCRM: Order #4000 notification. Please be sure to keep this email as it contains your order number. You will need your order number when you sign up for Sugar University workshops or if you ever have billing questions.

  Second, you will receive an automated email containing your download key for downloading software or manuals from SugarCRM. The email subject will look like: SugarCRM: Order #4000 Confirmation.

  Note: Your download key is also the license key that you will need when configuring your Sugar software.

  If you did not receive any of these emails from SugarCRM, please first check your Junk Mail folder. Then send an email to orders@sugarcrm.com requesting a copy of your invoice or confirmation email.

• Step 2 Configure your Sugar installation such as setting default date and time display and your email configurations.

  Help: What system settings should I configure?

  The minimum requirement you will need to complete for your Sugar On-Demand configuration is your outgoing mail server, or Mail Transfer Agent (MTA). The Mail Transfer Agent setting should be set to the SMTP option; once SMTP is selected, you can then fill in the details for your company’s outgoing mail server.

  If you do not set your outgoing mail server, you will not receive system-generated notifications, workflow alerts, and email campaigns will not be sent.

  Please refer to the Sugar Enterprise and Professional Administration Guide for detailed instructions on configuring your Email Settings.

  Other suggested settings to start with:

  • Create new users
  • Create new teams
  • Create new roles
  • Configure your scheduler jobs
  • Customize layouts, define custom fields, add dropdown options through Studio
  • Configure workflow actions and alerts
  • Create a product catalog
  • Define time periods for forecasting

  Basic instructions for configuring all system settings can be found in the Sugar Enterprise and Professional Administration Guide. More detailed instructions and tutorials are available through Sugar University.

• Step 3 Create user accounts for your team.

  Help: How do I create a user account?

  To create a new user in your Sugar instance, follow these steps:

  • Step 1Log into Sugar as user with administrator privileges. All Sugar installations when first created have a user named "admin".
  • Step 2Click on the Admin link in the System Links in the top of your screen.
  • Step 3Click on User Management
  • Step 4Click on Create User
  • Step 5Enter the new user information.

  For more information on performing these operations, please see the Sugar Enterprise and Professional Administration Guide. More detailed instructions and tutorials are available through Sugar University.

• Step 4 Have your team members download and install the Sugar Plug-Ins for Outlook, Word, Excel or Thunderbird.

  Help: Where do my team members get the Sugar Plug-Ins?

  If you are the user within your organization who made the purchase of Sugar products, then you will be able to download Sugar Plug-ins from the SugarCRM Support Portal. Only users that are associated to your organization's download key will be able to download the Plug-ins.

  You can then distribute the Plug-ins to other users in your organization, adhering to your licensed user count.

  Help: How do they install the Sugar Plug-Ins?
  

  Please refer to the Sugar Plug-in user guides for installation information.

• Step 5 Have your team members attend Sugar University to get trained on using the Sugar application and plug-ins.

Additional Resources