CRM refers to customer resource management; this helps the Company to manage their resources such as mails, accounts, online research and many more. With the CRM Accounts Module lot of ease has come to the management of a firm.
This article will be giving you an insight to the things that you can do with the SugarCRM Accounts Module
It is possible for you to use your SugarCRM Accounts Module to create as well as manage accounts of customers for your organisation making it the best automated crm. The account will contain information of your client such as names, address, e-mail details amongst others. It is also possible to associate the accounts with other required records such as contacts or opportunities.
There are some things that you might find in.
There are some things that you might find in your Accounts Module amongst which are the following:
Create account: you may click on this button to create an account.
Accounts button: this button when clicked on gives you the opportunity of viewing existing accounts.
Reports of accounts: this option gives you the opportunity to create or view reports on existing accounts.
The import: this free crn tool is for you to import information of accounts from data sources or external systems as the case may be.
How to use SugarCRM Accounts Module to create accounts
It is possible for you to create accounts in your Sugar and it is also possible to import the account details into your Sugar using either a custom delimited file or tab-delimited or even a comma-delimited.
To create accounts here is what you do.
Click on the create accounts button or option.
Next to this you will see the accounts over-view section then you enter in the following information in their appropriate other.
Account name: here you enter in the name of account that you want.
Website: enter in the web address of the organisation
Enter in the e-mail address of the organisation.
Office phone number comes next.
Fax number of the organisation will be filled in next.
Address: this includes the billing and shipping address.
After all this is done you can add more information by clicking on the more information button but, if this is all you want to add then you click on the save button to save your inputs. You can also mass update your accounts by pressing a single button
To manage accounts on your SugarCRM Accounts Module all you have to do is view the accounts then click on the manage button. To manage accounts all it requires is inclusion of task like editing, adding or deleting accounts.
When you want to import records on your Sugar click on the import button, then you import the information that you wish to import. For more details on importing of records visit the import data section of your Sugar.
As it is possible to import records and data so also it is possible to export data. To do this what you do is select data to be exported from the list then click the export option and follow the process that comes up.
The following are short things that you can do with your SugarCRM Accounts Module not at last with all other modules included in your SugarCRM application or any tool inside Sugar.
To view accounts go to the details of the accounts that you want to view then click on its name and then it will bring up the details of the accounts.