Sugar Community Edition User Guide Version 5.0

Chapter 3 Using Sugar

This chapter describes how to use Sugar to manage information on customer accounts and contacts, sales leads and opportunities, plus activities such as calls, meetings, and assigned tasks.

The Sugar application consists of several interlinked modules. Typically, each module represents a specific type of record such as contacts or accounts. For each record type, you can create one or more records. For example, in the Accounts module, you can create individual accounts for your customers.

Each of these modules is described in this chapter.

Topics include:

•	“Home Module” on page 30

•	“My Portal Module” on page 32

•	“Calendar Module” on page 34

•	“Activities Module” on page 37

•	“Contacts Module” on page 44

•	“Accounts Module” on page 49

•	“Leads Module” on page 52

•	“Opportunities Module” on page 55

•	“Cases Module” on page 58

•	“Bug Tracker Module” on page 60

•	“Documents Module” on page 63

•	“Emails Module” on page 66

•	“Campaigns Module” on page 85

•	“Projects Module” on page 106

•	“RSS Module” on page 110

•	“Dashboard Module” on page 111

•	“Employees Module” on page 116