Commonly Used SugarCRM Modules

Part of the SugarCRM For Dummies Cheat Sheet

By default, SugarCRM displays 12 modules (elements of the program) across the top of the screen as tabs. You can access the other modules by clicking the double right-pointing arrows on the right side of the Module Tab bar but this list represents the Sugar modules most frequently used:

  • Accounts: Companies that you do business with.

  • Contacts: People that you do business with.

  • Leads: People or companies that you hope you do business with in the future.

  • Campaigns: An organized structure for keeping track of your marketing efforts; hopefully you'll attract new customers — and retain the ones you already have.

  • Opportunities: Identifies the various chances you have for selling your goods or services.

  • Projects: Your mega-tasks that generally require lots of steps — and lots of people to help you out.

  • Cases: The customer service issues that your company is currently dealing with.

In addition to the basic SugarCRM modules, you can download more modules at www.sugarexchange.com/ or http://www.sugarforge.org/. If you still can't find just what you're looking for create your own using Sugar's module builder.

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