Collabspot Sidebar

Module's List
Collabspot allows you to manage information in SugarCRM with Collabspot’s Module list view. To go to your Module's list, click the Home menu icon a...
Wed, 11 Apr, 2018 at 7:33 AM
Contacts and Leads
How to View a Contact or Lead 1.A Open an email in Outlook. Click the Collabspot icon, then click "Open Sidebar" button. The sidebar will t...
Wed, 11 Apr, 2018 at 6:34 AM
Accounts
How to Create an Account 1. The Account name field will be loaded in the form when you create or update an entry in the sidebar.  2. User c...
Wed, 11 Apr, 2018 at 7:32 AM
Tasks
How to Create a Task 1. View the Entry's (Contact, Lead, Opportunity, Case, or Account) profile or records via the sidebar. 2. Scroll down to T...
Wed, 11 Apr, 2018 at 8:09 AM
Calls
How to Log a Call 1. View the Entry's (Contact, Lead, Opportunity, Case or Account) profile or records via the sidebar. 2. Scroll down to Cal...
Wed, 11 Apr, 2018 at 9:04 AM
Meetings
How to Create a Meeting 1. View the Entry's (Contact, Lead, Opportunity, Case or Account) profile or records via the sidebar. 2. Scroll down t...
Wed, 11 Apr, 2018 at 10:12 AM
Emails
The Emails section allows you to view the emails you have archived to Sugar. How to View Archived Emails 1. View the Entry's (Contact, Le...
Sun, 19 Mar, 2017 at 11:16 PM
Cases
How to Create a Case 1. View the Entry's (Contact or Account) profile via the sidebar. 2. Scroll down to Cases. 3. Click on the plus...
Fri, 13 Apr, 2018 at 10:47 AM
Opportunities
How to Create an Opportunity 1. View the Entry's (Contact or Account) profile via the sidebar. 2. Scroll down to Opportunities. 3. ...
Fri, 13 Apr, 2018 at 11:21 AM
Notes
How to Create a Note 1. View the Entry's (Contact, Lead, Opportunity, Case or Account) profile or records via the sidebar. 2. Scroll down to No...
Fri, 13 Apr, 2018 at 11:40 AM