Collabspot Sidebar

The Homescreen
Collabspot allows you to manage SugarCRM with Collabspot’s Homescreen view. Manage your options by clicking the  located on the lower right ...
Thu, 9 Aug, 2018 at 10:14 AM
Contacts and Leads
How to View a Contact or Lead 1. Open an email in Gmail or Hover your mouse over an email address within the email thread. 2. Enter the e...
Thu, 9 Aug, 2018 at 10:55 AM
Activities - How to Create Tasks and Meetings or Log a Call?
The Activities Section The activities section is where you manage Calls, Meetings, and Tasks. How to Create Activities 1. Open the Contact’s prof...
Thu, 9 Aug, 2018 at 10:54 AM
History
History The History section allows you to view the emails you have archived to Sugar without clicking! Simply hover or point your mouse on the email you ...
Thu, 9 Aug, 2018 at 10:40 AM
Opportunities - How to Manage your SugarCRM 7.x Opportunities from Gmail?
How to Create an Opportunity 1. View the contact's profile via the sidebar. 2. Scroll down to Opportunities. 3. Click on the  button...
Thu, 9 Aug, 2018 at 10:48 AM
Cases - How to Manage your SugarCRM 7.X Cases from Gmail?
How to Create a Case 1. On the sidebar, scroll down to Cases. 2. Click the button. On the dropdown menu, click on New Case.   3....
Thu, 9 Aug, 2018 at 10:50 AM
Notes - How to Manage your SugarCRM 7.x Notes from Gmail?
How to create a Note 1. Scroll down to the Notes section. 2. Click on the   button. On the dropdown Menu, click on Add Note.   ...
Thu, 9 Aug, 2018 at 10:53 AM