Login to Collabspot
- After installing Collabspot, you should be prompted to login by providing your SugarCRM credentials (Sugar Server URL, Username, and Password). For more information on how to Login to Collabspot, click here.
- Submit ticket at firstname.lastname@example.org to get administrative privileges enabled for your Collabspot account, if you don’t already have it. Once you have subscribed, your account will be converted to paid subscription.
- Once you have administrative rights, go to https://go.collabspot.com to access Admin section. Here, you can manage your users and teams. Please see relevant articles by clicking here.
- If your organization wishes to change and enhance some features or customize the display in Collabspot sidebar, we can tailor-fit the extension based on your business need. Please go to this link to check the requirements our team needs to evaluate your requests.
- To be more efficient, Google apps admin can pre-install Collabspot across your organization via the Google Apps admin policy. You can see how by clicking here.
- Individual install can be done by going to this
- You can request for a demo from Julie, our Customer Success Manager at email@example.com. Schedule a date and time, she’ll get back with you as soon as possible. Our team will provide training based on your specific needs and Collabspot configuration.
- Our Help Center is designed to provide end-users with a complete self-service support option. You can get relevant information from FAQs. If you can't find an answer, you can submit a request by sending an email to firstname.lastname@example.org. Or chat with us!
- Admins can review individual performance and easily access each users or team's email tracking reports:
1. Each Users Activity Report
2. Email Statistics and Analytics
- Assign Team leaders that can manage and review each member’s reports.
- Set default settings for every team.
- Export Team Reports as CSV files
Learn about how Collabspot works
- Collabspot Basics Get a quick overview of how Collabspot works.
- Help Center Get detailed information about how to maximize Collabspot to help you save time and close more deals.