SuiteCRM Tutorials

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

SuiteCRM Login (Video)

A short video walkthrough showing how to log in to your LPH-hosted SuiteCRM system.

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Searching Leads, Contacts & Accounts (Video)

Find records fast using SuiteCRM's built-in search tools.

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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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cPanel: Email Password Reset

Update or reset your email password through cPanel.

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cPanel: Email Pickup

Retrieve email from your cPanel mailbox using webmail or external clients.

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Shared SuiteCRM Calendar

View and manage shared calendars across your team.

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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 Accounts

Set up and configure email accounts inside SuiteCRM.

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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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SuiteCRM Reference Guide

A reference index of LPH's SuiteCRM tutorials, organized by topic.

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