Collabspot Sidebar

Leads
How to View Leads 1.A Open an email in Outlook. Click the Open Sidebar to display the related entry. The sidebar will then load the related Lead. ...
Mon, 30 Apr, 2018 at 10:34 AM
Edit a Lead
How to Edit a Lead 1. View the Lead via the sidebar. 2. The sidebar will display the related entry information. Click on Edit Entry button to make c...
Mon, 30 Apr, 2018 at 10:40 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
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
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
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
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, ...
Mon, 23 Apr, 2018 at 9:12 AM