administering sugarcrm - system & email configurations | sugarcon 2011

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Getting your system setup and configured properly is one of the key elements to a successful CRM implementation. Learn more about the options available in the system and how to tightly integrate email into SugarCRM using group and personal email profiles. In this session, Jeff Tichenor will cover some of the global system settings as well as the various integrated email systems in SugarCRM.

TRANSCRIPT

Jeff Tichenor

©2011 SugarCRM Inc. All rights reserved.

Administering SugarCRM – System & Email Configurations

Admin areaSugar ConnectSystem SettingsEmail

SystemGroup InboxesCampaigns

Email modulePersonal Email Accounts

04/11/2023 3©2011 SugarCRM Inc. All rights reserved.

04/11/2023 4

Admin – Sugar Connect

©2010 SugarCRM Inc. All rights reserved.

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Admin – System Section

©2010 SugarCRM Inc. All rights reserved.

System Settings

Listview items per pageSystem NameLogoShow Full NamesDisplay FavIconDashlet Refresh RateDisplay Download TabLogger Settings & display

04/11/2023 6©2011 SugarCRM Inc. All rights reserved.

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Schedulers

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 8

Themes

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 9

Sugar Feeds

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 10

Languages

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 11

Trackers

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 12

Connectors

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 13

Mobile

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 14

Global Search

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 15

Admin - Email

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 16

Email Settings – Outbound Email Account

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 17

Group Email Inboxes

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 18

Bounce Handling Inboxes

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 19

Admin - Campaign Email Settings

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 20

Admin – Campaign Email Queue

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 21

Personal Email Setup

©2010 SugarCRM Inc. All rights reserved.

04/11/2023 22

Configuring Personal Email Accounts

©2010 SugarCRM Inc. All rights reserved.

Recap and Q&A

Admin areaSugar ConnectSystem SettingsEmail

SystemGroup InboxesCampaigns

Email modulePersonal Email Accounts

04/11/2023 23©2011 SugarCRM Inc. All rights reserved.

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