SuiteCRM

An Introduction & Demo

1
 Agenda
1. Introduction
2. Terms
3. Workflow
a. How the CRM works
b. Main Features (Demo)
c. Advanced Features (Demo)
4. Questions

2
 Introduction
● SuiteCRM is a free and open source Customer Relationship Management
application
● SuiteCRM is a greatly extended version of SugarCRM which also contains
many additional security fixes
● Many customer prefer SuiteCRM over salesforce is due to the cost factor.
● This is hosted internally in InApp Server

3
 Terms
1. Lead - A lead is an unqualified sales opportunity. A lead can be a company or an individual who has expressed
interest in a company's product and/or service.
2. Account - Accounts are companies with whom a company has business relations.
3. Contacts - Contacts are individuals associated with an Account with whom a company has done business with or
might do business with in the future.
4. Opportunity - Opportunity are potential sales deals or revenue-generating events.
5. Task - Task is a work to be done or undertaken
6. Meeting- Meeting is a formal discussion internal or external related to the account
7. Notes - Points or ideas written down related to the Account or Opportunity or an Activity
8. Document - Piece of written, printed, or electronic matter that provides information or evidence or that serves as an
official record related to the account
9. Role-based Access - The role's access type, for a particular module determines how much control users in that role
have over the module.

4
Workflow
When there is an opportunity
Lead Account
Convert to Lead to an Account

Contact

Opportunity

● Task, Notes, Meetings, Documents can be added to all four.

5
Workflow
Basic Features Advanced Features

- How to create a lead - Add Email Chain

- Convert lead to Account - Role Based Access
- Create Account Directly
- Create an Opportunity
- Create new Contact
- Create a Task
- Schedule a meeting
- Create Notes
- Attach Documents

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Login
Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
Enter the username 2. Role Based Access
Password and Click ‘Log in’

7
 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

Click Next

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 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

Click Next

9
 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

Click Next

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 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

Click Finish

11
 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

12
Modules & Sub Modules
Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

13
 How to create a Lead
Workflow

Basic Features
Step 1 : Click Create 1. Login
2. Modules & Sub Modules
Step 1&2 : Click Create Lead OR 3. How to create a Lead
4. Convert Lead to Account
Step 4 : Click Save Step 2 : Click Create Leads
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
Step 3 : Enter the Last Name
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

14
Convert Lead to Account
Workflow

Basic Features
1. Login
2. Modules & Sub Modules
Step 1: Click Actions 3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
Step 2: Choose Convert Lead
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

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Convert Lead to Account
Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents
Step 3: Verify the Account Name
Advanced Features
1. Add Email Chain
Check create opportunity to enter the New opportunity 2. Role Based Access

Step 4: Click Save

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 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

17
 Create Account Directly
Workflow

Step 1 : Click Create

Basic Features
Step 1&2 : Click Create Account OR Step 2 : Click Create Accounts 1. Login
2. Modules & Sub Modules
Step 4: Click Save 3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
Step 3 : Enter the Account Name 6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

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 Create an Opportunity
Workflow
Step 1 : Click Create
OR Basic Features
Step 1&2 : Click Create Opportunity 1. Login
Step 2 : Click Create Opportunity 2. Modules & Sub Modules
Step 4: Click Save 3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
Step 3 : Enter the Opportunity Name 6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

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 Add New Contacts
Workflow

Step 1 : Click Create

Basic Features
Step 1&2 : Click Create Contacts OR 1. Login
Step 2 : Click Create Contacts
2. Modules & Sub Modules
Step 4: Click Save 3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
Step 3 : Enter/ Select the Account Name
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

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 Create a Task
Workflow

Basic Features
1. Login
Step 1&2 : Click Create Task OR
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
Step 2 : Click Create Task 8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

21
Schedule a meeting
Workflow

Basic Features
Step 1 : Click Activities and select meeting 1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
Step 3 : Enter the Subject 7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

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 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
Step 4 : Click search and to add employee within the organization 9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Step 5 : Click As Contact or as Lead Advanced Features

1. Add Email Chain
2. Role Based Access

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 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
Step 6 : Enter the Name and Email 11. Attach Documents

Advanced Features
1. Add Email Chain
Step 7 : Save and send Invites 2. Role Based Access

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 Create Notes
Workflow

Basic Features
Step 1 : Click Activities and select Notes 1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
Step 3 : Enter the Subject 9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

25
 Attach Documents
Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
Step 1 : Move to the 11. Attach Documents
relevant record(Account),
expand Documents and
click Create Advanced Features
1. Add Email Chain
2. Role Based Access

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 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
Step 2 : Browse the file 10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

Step 3: Click Save

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 Workflow
The linked document will be listed to Documents subpanel
Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
Documents can also be uploaded via Collaboration >>Documents >> Create Documents 9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

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 Add Email Chain
Workflow

Step 1. Forward the email to [email protected]

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
Step 2: Click Activities and select Emails 4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
Step 3: Open the email 9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

If the user has access to email Module all emails will be visible
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 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
Step 4 : Click Actions and select Import 3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

30
 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
Step 6 : Map it to the right Account
9. Schedule a Meeting
10. Create Notes
11. Attach Documents
Step7: Click OK
Advanced Features
1. Add Email Chain
2. Role Based Access

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 Workflow

Basic Features
1. Login
2. Modules & Sub Modules
3. How to create a Lead
4. Convert Lead to Account
5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

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 Role Based Access
There are four different roles Workflow
1. System Admin - Full access to all records and change system settings
2. All Access - Full access to all records
Basic Features
3. Group - Access to records assigned to the specific group only
1. Login
4. Owner - Access only to records created by same person
2. Modules & Sub Modules
3. How to create a Lead
Access, Delete, Edit, Export, Import, List, Mass Update,View are the permissions that can be
4. Convert Lead to Account
assigned for any role. 5. Create Account Directly
6. Create an Opportunity
7. Add New Contacts
8. Create a Task
9. Schedule a Meeting
10. Create Notes
11. Attach Documents

Advanced Features
1. Add Email Chain
2. Role Based Access

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Thank You

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