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SuiteCRM Tutorials

Step-by-step instructions and screenshots to help you manage your business with SuiteCRM. Browse the full SuiteCRM tutorial system below.

Browse SuiteCRM Tutorials by Topic

SuiteCRM Word Mail Merge
Generate personalized Word documents directly from SuiteCRM using CRM data fields.
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Viewing & Managing Meetings / Calls
Organize and manage your scheduled calls and meetings efficiently.
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SuiteCRM Calendar Views
Navigate the SuiteCRM calendar and manage your daily, weekly, and monthly schedules.
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Update Account or Contact Owner
Reassign ownership of accounts or contacts to different team members.
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Advanced Email Template Options
Use advanced formatting and variables to create powerful email templates.
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Sharing Documents
Upload, organize, and share documents within SuiteCRM.
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Add a Lead
Enter new leads into SuiteCRM and track them through your pipeline.
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Convert a Lead
Convert a qualified lead into a contact, account, or opportunity.
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Create a New User
Add new team members and configure their permissions.
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Create Notes
Attach notes to records to track important customer details.
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Creating a Campaign
Build and launch marketing campaigns using SuiteCRM tools.
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Customized Email Templates
Create branded, personalized email templates.
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Creating Email Templates
Build reusable email templates for your team.
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Creating an Opportunity
Track potential deals by creating opportunities.
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Creating Tasks
Create tasks, assign them, and track progress.
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SuiteCRM Customization
Customize fields, layouts, and modules to fit your business.
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Executing a Campaign
Launch and monitor marketing campaigns.
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First Campaign Setup
A beginner-friendly guide to your first SuiteCRM campaign.
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SuiteCRM Groups
Create and manage security groups to control access.
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Logging a Call
Record call details and attach them to CRM records.
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Mass Update Database
Update multiple records at once using mass update tools.
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On-Demand Reports
Generate real-time reports to analyze CRM data.
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SuiteCRM Opacus Plugin
Use the Opacus plugin to sync SuiteCRM with your email client.
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Opportunities List
View, filter, and manage your list of sales opportunities.
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Quick Start Guide
A fast introduction to the essential features of SuiteCRM.
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Report: See Activities
Configure SuiteCRM so all your logged activities are visible in reports and dashboards.
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Customized SuiteCRM Reports
See how LPH builds customized reports mapped to exactly the data your team tracks.
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Scheduling a Meeting or Call
Schedule a meeting or phone call and keep it linked to the related record.
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Searching the SuiteCRM Database
Quickly locate Leads, Contacts, Accounts, and Opportunities.
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The Process for Sending Emails
A complete walkthrough of composing and sending an email from SuiteCRM.
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Why Wait? Set up an appointment today for an on-line demo of LPH Custom SuiteCRM™ and let us show you how this award winning business CRM program can increase your business productivity by next week. CALL US (949) 497-8716 Today!
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e-mail: sales@lphcrmsolutions.com
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