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SuiteCRM tutorials with screenshots, SuiteCRM Reference Information
Managing your business with LPH Customized SuiteCRM
Instructions on:
Using LPH Customized SuiteCRM to manage your business
MANAGING LEADS, CONTACTS & ACCOUNTS - ENTER NOTES- SCHEDULING MEETINGS
Adding more Leads an
d Importing Leads to the Sugar/SuiteCRM database
Converting a Lead into a Contact and/or an Opportunity and/or Account
Scheduling Meetings, Phone Calls and Reminders
Viewing and managing the list of Meetings or Calls
Logging Calls
Viewing Calendars
Sharing Calendars
Creating Tasks
SuiteCRM Notes - Adding notes, attaching a note to a contact and accessing notes
Recording and Viewing your Customer Interactions
EMAILS,TEMPLATES & CAMPAIGNS
Creating an Email Template
Advanced Email Template Options
Sending Emails
Creating a Target List and Executing a Campaign
Testing Campaigns prior to sending your first campaign
Preparing your SuiteCRM Database for a Targeted Email Campaign
Syncing your Outlook Emails with SuiteCRM
Syncing your Thunderbird Emails with SuiteCRM
MANAGING SALES OPPORTUNITIES
Creating an Opportunity
Managing Your Opportunities (potential sales)
MISCELLANEOUS ACTIVITIES
Sharing & Uploading Documents
Searching the SuiteCRM database
Update Account or Contact Ownership
Generating Reports
Making a Record of your Activities Visible
LPH SuiteCRM Word Mail Merge Process
Managing Groups - Assigning Access to Contacts, Accounts & Leads (Administrators only)
For additional technical information on creating notes click on the
Notes PDF
link.