Collabspot Sidebar

Module list
Collabspot allows you to manage SugarCRM with Collabspot’s Module list view. To go to your Module list, just click the menu icon at the lower par...
Tue, 21 Mar, 2017 at 5:09 AM
Contacts and Leads
How to View a Contact or Lead 1.A Open an email in Outlook. Click the Collabspot button to open the sidebar. The sidebar will then load the related Con...
Wed, 22 Mar, 2017 at 5:20 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. When assig...
Fri, 24 Mar, 2017 at 3:28 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 ...
Fri, 24 Mar, 2017 at 12:24 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 Calls...
Wed, 22 Mar, 2017 at 6:25 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, 22 Mar, 2017 at 6:07 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, Lead, O...
Wed, 22 Mar, 2017 at 6:27 AM
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, 24 Mar, 2017 at 12:29 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. Click ...
Fri, 24 Mar, 2017 at 12:27 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...
Wed, 22 Mar, 2017 at 6:17 AM