SuiteCRM Reference Information

Managing your business with SuiteCRM Instructions on:

Using SuiteCRM to manage your business

Adding more Leads and Importing Leads to the SuiteCRM database

Converting a Lead into a Contact and/or an Opportunity and/or Account

Creating a Target List and Executing a Campaign

Searching the SuiteCRM database

Creating an Email Template

Sending Emails

Creating an Opportunity

Viewing and managing the list of Meetings or Calls

Viewing Calendars Sharing Calendars

Preparing your SuiteCRM Database for a Targeted Email Campaign

Managing Your Opportunities (potential sales)

Recording and Viewing your Customer Interactions

Sharing & Uploading Documents

Testing Campaigns prior to sending your first campaign

Syncing your Outlook Emails with SuiteCRM

Update Account or Contact Ownership

Scheduling Meetings and Phone Calls and Reminders
Generating On Demand Reports
Making a Record of your Activities Visible
LPH SuiteCRM Word Mail Merge Process
Managing Groups - Assigning Access to Contacts, Accounts & Leads (Administrators only)
SugarCRM Notes - Adding notes, attaching a note to a contact and accessing notes
For additional technical information on creating notes click on the Notes PDF link.