Getting Started

User's Guide in Collabspot for SugarCRM 7.x
Collabspot brings Sugar 7 into Gmail to help you save time and close more deals Collabspot for SugarCRM 7 from Support Collabspot on Vimeo....
Fri, 19 May, 2017 at 11:23 AM
How to Install Collabspot for SugarCRM 7.x
There are requirements before installing Collabspot for Sugar 7.x: 1. Your Google Chrome should be version 49 and above. We keep our extension up to dat...
Fri, 3 Aug, 2018 at 2:39 PM
How to Setup Collabspot in Gmail
Once Collabspot is added to Chrome, gmail launches automatically and Collabspot window will popup in your Gmail. You may now proceed to the next step: L...
Mon, 6 Aug, 2018 at 1:01 PM
How to Switch to Another SugarCRM 7 or 8 Account
To switch to another account: If you wish to switch to a different user in Sugar, please follow these simple steps: 1. Click the gear icon   on the lower...
Mon, 6 Aug, 2018 at 1:16 PM
Admin Onboarding Checklist
Deploying Collabspot to your organization in a breeze. Our team of experts has come up with a thoroughly tested process that will make your deployment easy....
Tue, 7 Aug, 2018 at 8:56 AM
How to Hide Module Fields in the Sidebar
To hide fields: 1. Click the gear icon  on the lower right-hand corner of the sidebar. 2. Select Options from the pop-up menu 3. A new w...
Tue, 7 Aug, 2018 at 9:04 AM
How to Manage Tasks List Dashboard?
You can manage your tasks right from your Inbox. The Task List Dashboard is disabled by default. Go to General Settings on your Collabspot Options to enabl...
Tue, 7 Aug, 2018 at 9:09 AM
How to View Social Media Information?
In addition to displaying your Contact’s data stored in your CRM, Collabspot also provides social media information as an added value to its features....
Tue, 7 Aug, 2018 at 9:29 AM
Requirements for Custom Module Request and Other Configurations
For Custom Module Request: Our team of experts will need the following relevant information to evaluate your custom feature request:  1. List of Modules I...
Wed, 10 May, 2017 at 4:38 PM
Checklist Before Upgrading to Collabspot:SugarCRM 7
Things To Check Before Upgrading:         1. Reset the Calendar Sync before upgrading         2. Your Sugar Instance version must match Collabspot pr...
Tue, 7 Aug, 2018 at 1:23 PM