SugarCRM Tutorial

How to Create Accounts in SugarCRM

Please, click on the Accounts tab to manage your accounts. Creating an account is very easy like everything else in this user-friendly application. There is a link for creating contacts on your left Shortcuts menu. We recommend that you fill in as much information as you have, so that everyone can benefit from it. Make sure you fill in Account Name as it is used for the name which the account will be stored with.

To create Leads, Opportunities, Cases, and Tasks or to schedule Meetings and Calls is similar to the mentioned above. Simply follow the link on the Shortcuts menu on the home page. For more details and operations click on the corresponding tab.