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Implementing SugarCRM 5.x by Michael Whitehead, Angel Magaña

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Chapter 4. SugarCRM Basics

Now that we have covered some of the essentials offered in CRM systems, itemized its value to a smaller business, and studied the theoretical aspects of customizing it to properly fit each business that uses them, it is time we made use of the SugarCRM server that we deployed in the previous chapter.

In this chapter, we will take a guided tour of SugarCRM. Our task-oriented, systematic treatment will also relate the specifics of the SugarCRM system and its user interface with the general principles of CRM systems.

This chapter will cover the basic CRM functions and show how they are interpreted and performed within SugarCRM. These basic CRM concepts include the following:

  • Common CRM processes and terminology
  • Creating accounts ...

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