Collabspot Sidebar

Module list
Collabspot allows you to manage SugarCRM with Collabspot’s Module list view. 1. To go to your Module list, just click the Home icon at the lower pa...
Wed, 18 Apr, 2018 at 8:05 AM
Contacts and Leads
How to View a Contact or Lead 1.A Open an email in Outlook. Click the Open Sidebar to display the related entry. The sidebar will then load the related C...
Wed, 18 Apr, 2018 at 9:09 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 assign...
Wed, 18 Apr, 2018 at 10:22 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...
Thu, 19 Apr, 2018 at 8:22 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...
Thu, 19 Apr, 2018 at 8:39 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...
Thu, 19 Apr, 2018 at 9:07 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...
Thu, 19 Apr, 2018 at 9:19 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. C...
Thu, 19 Apr, 2018 at 9:51 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...
Thu, 19 Apr, 2018 at 10:07 AM