Getting Started

FAQs When Installing Collabspot for Sugar 6.x
INSTALLATION FAQs     1. Wrong Credentials - this error appears when you have entered the Sugar URL, username, and password incorrectly. Visit this link...
Fri, 12 Oct, 2018 at 9:58 AM
Admin Onboarding Checklist for Collabspot Classic
Onboarding Checklist Deploying Collabspot to your organization in a breeze. Our team of experts have come up with a thoroughly tested process that will mak...
Fri, 12 Oct, 2018 at 10:23 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 Su...
Fri, 12 Oct, 2018 at 12:53 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. Collabspot helps you save 5 hours or more per work week which you ...
Fri, 12 Oct, 2018 at 12:57 PM
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 as soon as you receive an email f...
Fri, 12 Oct, 2018 at 12:59 PM
How to Create a Lead
Collabspot helps you create a Lead right from Gmail. You can create or edit a Lead’s information at the moment you are reading your emails from your Inbox. ...
Fri, 12 Oct, 2018 at 1:04 PM
How to View an Existing Contact
Doing the steps below will pull out the customer’s information from the sidebar.     1. Open an email sent by the customer.     2. E...
Fri, 12 Oct, 2018 at 1:32 PM
How to View an Existing Lead
Doing any of the steps below will pull out the customer’s information from the sidebar.     1. Open an email sent by the customer.     2. ...
Fri, 12 Oct, 2018 at 1:34 PM
How to Edit a Contact
Steps on how to edit a Contact:             1. View the Contact’s information through the sidebar.             2. Click on the writing icon (Edit t...
Fri, 12 Oct, 2018 at 1:35 PM
How to Edit a Lead
Steps on 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 low...
Fri, 12 Oct, 2018 at 1:36 PM