Getting Started

What should I do once my system is set up?

When you first set up your system, you will want to configure the System Settings, Email Settings and then begin to import your contact, account, and any other relevant data. Most of these functions can be found in the Admin section of your application. In SugarCRM, click on the Admin link. In vTiger, goto Settings -> Settings.

In the Email Settings, you will configure the connection between your CRM application and your email server. Sugar On-Demand customers must configure their instance to point to their company’s SMTP and POP3 email server.

SugarCRM Knowledge Base Articles

vTiger CRM Articles

Video Tutorials

Other things to configure or setup:

  • Setting up users, teams, and roles.
  • Whether or not to allow users to customize their Homepage layout.
  • Maximum number of Dashlets a user can have on their Homepage.