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Sugar CRM Dashboard Management

CRMLeave a comment41,149 views

Sugar CRM Dashboard:

When you log into Sugar, the Home module displays on the screen. Tabs for other modules display alongside the Home tab.

By default, the Home page displays the Sugar Dashlets listed below. You can remove the ones that you do not need and add other Sugar Dashlets in their place.
  • My Portal: Presents product information and news about SugarCRM on your Home page. You can add additional My Portal dashlets to view information from external web sites and applications on your Home page in Sugar. The My Portal option is available on the Tools tab of the Add Sugar Dashlets pop-up window.
  • Create developer account on Infusionsoft to get AppKey and Appsecret Key.
  • My Calls: Lists phone calls set up by you or others.
  • My Meetings: Lists invitations to meetings set up by you or others.
  • My Leads: Displays a list of leads that you created.
  • My Top Open Opportunities: Lists the top five opportunities sorted by the amount. Opportunities with a status of “Closed-Lost” or “Closed-Won” are not included.
  • My Accounts: Displays accounts assigned to you by yourself or other users.
  • My Open Cases: Displays a list of customer issues assigned to you for resolution.

Screenshot :

sugar-crm-dashboard

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