Deploying Collabspot to your organization in a breeze. Our team of experts have come up with a thoroughly tested process that will make your deployment easy. These steps will boost your SugarCRM adaption and drive an efficient workflow.
An admin needs to install the extension from this link. After installing Collabspot, it should appear as you are still on trial version.
Login to Collabspot
After installing Collabspot, you should be prompted to login to your Salesforce instance.
Set up Administrative rights
Submit ticket at firstname.lastname@example.org to get administrative privileges enabled for your Collabspot account, if you don't have it. Once you have subscribed, your account will be converted to paid subscription.
Set up your Team Management in Collabspot Portal
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.
- Deploy Collabspot accross your Enterprise
- 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 link.
Schedule a demo with Collabspot
You can request for a demo from Julie, our Customer Success Manager at email@example.com. Schedule a date and time, he'll get back with you as soon as possible. Our team will provide training based on your specific needs and Collabspot configuration.
Collabspot Solutions Center
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!
Explore Admin Dashboard
- Admins can review individual performance and easily access each user's or team's email tracking reports:
- Each Users Activity Report
- Email Statistics and Analytics
Manage your Teams
- 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 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.