Getting Started

FAQs When Installing Collabspot for Sugar 6.x
INSTALLATION FAQs     1. Username and password credentials not accepted - this error appears when you have entered the Sugar URL, username, and password...
Tue, 6 Jun, 2017 at 9:31 AM
Admin Onboarding Checklist
Onboarding Checklist Deploying Collabspot to your organization is a breeze. Our team of experts has come up with a thoroughly tested process that will make...
Tue, 6 Jun, 2017 at 9:35 AM
How to Install Collabspot for SugarCRM 6.x?
Requirements before Installing 1. Your Collabspot version must match your Sugar instance. Sugar 6 and SuiteCRM users should install Collabspot for Sugar...
Tue, 17 Oct, 2017 at 2:24 PM
User's Guide for Collabspot for SugarCRM 6.x
Collabspot brings SugarCRM 6.x into Gmail to help you save time and close more deals. We help you save 5 hours or more per work week which you would nor...
Tue, 6 Jun, 2017 at 11:32 AM
How to Create a Contact?
Collabspot makes it easy for everyone to create a Contact right from Gmail. You can create or edit a Contact’s information at the moment you are reading you...
Tue, 17 Oct, 2017 at 2:28 PM
How to Create a Lead?
Collabspot makes it easy for everyone to create a Lead right from Gmail. You can create or edit a Lead’s information at the moment you are reading your emai...
Tue, 17 Oct, 2017 at 2:56 PM
How to View an Existing Contact?
How to View an Existing Contact? Open the contact’s profile through the sidebar. Doing the steps below will pull out the customer’s information from t...
Tue, 6 Jun, 2017 at 2:51 PM
How to View an Existing Lead?
How to View an Existing Lead? Open the lead’s profile through the sidebar. Doing any of the steps below will pull out the customer’s information from ...
Tue, 6 Jun, 2017 at 3:50 PM
How to Edit a Contact?
How to Edit a Contact?             1. View the Contact’s information through the sidebar.             2. Click on the writing icon (Edit this Entry...
Wed, 7 Jun, 2017 at 12:03 PM
How to Edit a Lead?
How to Edit a Lead?     1. View the Lead’s information through the sidebar.     2. Click on the writing icon (Edit this Entry) on the lower part of ...
Tue, 17 Oct, 2017 at 3:00 PM