SugarCRM Tutorial

How to Share Documents in SugarCRM

Sharing documents is a convenient and pretty useful feature in SugarCRM that gives you the opportunity to upload files and share them with your team. Revision details, full description and expiration date for them can be specified. Efforts are again focused on making working with it very intuitively.

More about SugarCRM?

SugarCRM web interface is very intuitive. A very detailed User Admin Guide can be downloaded from Developers' site at:

https://www.sugarcrm.com/crm/support/documentation

Still, we will provide you with some basic directions to get you started working with the application.

There are corresponding tabs for fast access to all main features at the top of the screen. It is also possible to export the data contained within components to a .csv (Comma Separated Value) file. It can be imported in many applications like MS Excel, for example. We will guide you via the creation process of contacts, accounts and sharing Docs.

Continue with: How to Integrate Email Accounts with SugarCRM Webmail Client