Lead Management in Sugar 7

Written by: Josh Sweeney and Briana Gross

Getting Leads into SugarCRM

GETTING LEADS INTO SugarCRM

Whether your leads come from purchased call lists, business cards at networking events or any combination of other sources, your business will need to have the

ability to easily import leads into the system from various systems.

GETTING LEADS INTO SugarCRM

Different situations will likely call for a different method of inputting a lead, so it is important to be aware of multiple methods of getting data into the system to stay efficient with data entry.

FROM YOUR INTERNAL SUGAR SYSTEM

The most common method of lead-entry for the average user will be the SugarCRM web interface.

FROM YOUR INTERNAL SUGAR SYSTEM

Open SugarCRM and navigate to the Leads module from your computer’s web browser.

This will be easy for employees that have used the SugarCRM system already.

FROM YOUR INTERNAL SUGAR SYSTEM

Place your mouse over the Leads button and then click on Create Lead.

FROM YOUR INTERNAL SUGAR SYSTEM

In the Leads form, enter all of the information you can for the individual or company. Click Save when you’re done to save the Lead in the system.

FROM YOUR INTERNAL SUGAR SYSTEM

You will be presented with a Lead record similar to the one below, allowing you to access the information, convert the lead, and search campaigns they are related to and many more options.

FROM YOUR PHONE’S BROWSER

Travelling staff may use their mobile phone’s web browser to input a Lead into the SugarCRM system.

FROM YOUR PHONE’S BROWSER

One needs to simply use the web browser on their smartphone – be it Blackberry, iPhone, Android, Windows or any other device with a reasonable web browser – to access your SugarCRM installation.

FROM YOUR PHONE’S BROWSER

In the phone’s browser (Mobile Safari for the Apple iPhone is depicted), navigate to your SugarCRM instance and login with your normal credentials.

FROM YOUR PHONE’S BROWSER

Select Leads from the Module List and click or press the Done button.

FROM YOUR PHONE’S BROWSER

Just like the normal web interface, we can search for a Lead by name or Create a new one with the Create button.

FROM YOUR PHONE’S BROWSER

Enter in all of the contact’s information, then press the Save button at the bottom of the screen.

FROM YOUR PHONE’S BROWSER

The new Lead record will be displayed.

FROM YOUR iPhone, iPod Touch or iPad

Users with iOS Devices can install SugarCRM’s official application, Sugar Mobile, and this can be used with all of SugarCRM’s modules, including Leads.

Lead Entry works similarly to the web-based view and the mobile view.

(Sugar Mobile)

FROM YOUR iPhone, iPod Touch or iPad

Open the SugarCRM application.

(Sugar Mobile)

FROM YOUR iPhone, iPod Touch or iPad

Click on the Leads button.

You will see a list of Leads that are assigned to you in the system.

(Sugar Mobile)

FROM YOUR iPhone, iPod Touch or iPad

To add a Lead, click the plus button in the top-right corner.

(Sugar Mobile)

FROM YOUR iPhone, iPod Touch or iPad

Fill in the Lead’s information.

(Sugar Mobile)

FROM YOUR iPhone, iPod Touch or iPad

Fill in the Lead’s information.

(Sugar Mobile)

When you’ve entered in all of the information, press the Save button in the top right corner.

FROM YOUR iPhone, iPod Touch or iPad(Sugar Mobile)

You are redirected to view the Lead record you’ve just created.

IMPORTING FROM A LIST(CSV)

If you have a list of possible leads in a CSV you can simply import the entire list into SugarCRM with one form.

IMPORTING FROM A LIST(CSV)

If you have a list of possible leads in a CSV you can simply import the entire list into SugarCRM with one form.

TECH NOTE

CSV is an abbreviation of Comma Separated Value. These files are very similar to spreadsheets, except that the data is stored as text in the file and no formatting information is kept.

Business Card Scanners can be used to scan a stack of business cards into a computer, and many of these devices include software to convert the scanned data into a single CSV file.

Consult the manual of your device for instructions on exporting your data to a CSV file.

CSV’s FROM BUSINESS CARDS

If you don’t have a CSV file but you do have an Excel spreadsheet, we can convert the spreadsheet to CSV so we can upload it to SugarCRM.

USE EXCEL TO CREATE A CSV FILE

Open the file in Excel and click the

USE EXCEL TO CREATE A CSV FILE

Office button

USE EXCEL TO CREATE A CSV FILE

Mouse-over Save As and select Other Formats.

USE EXCEL TO CREATE A CSV FILE

Select the Save as type of CSV (Comma delimited) (*.csv).

Save the file somewhere memorable so that we can import it to SugarCRM.

USE EXCEL TO CREATE A CSV FILE

Import the CSV file into SugarCRM.Click the Leads tab and click the Import Leads button.

USE EXCEL TO CREATE A CSV FILE

You will need to choose if the file is from your computer or an external source.

Since CSV is what was mentioned above we will choose from my computer.

USE EXCEL TO CREATE A CSV FILE

You will need to choose if the file is from your computer or an external source.

Since CSV is what was mentioned above we will choose from my computer.Click Next to continue process.

USE EXCEL TO CREATE A CSV FILE

Browse for the file on your computer.

There is the option to Create New Records or Create and Update Records.

You may want to choose Create and Update Records if you believe your list may contain Leads that are already in your system.

USE EXCEL TO CREATE A CSV FILE

Browse for the file on your computer.

There is the option to Create New Records or Create and Update Records.

You may want to choose Create and Update Records if you believe your list may contain Leads that are already in your system.

Click Next to continue process.

SugarCRM will ask you to confirm that your import is correct before continuing on.

The next option will allow you to map the columns to the appropriate SugarCRM field.

USE EXCEL TO CREATE A CSV FILE

SugarCRM will ask you to confirm that your import is

correct before continuing on.

SugarCRM will ask you to confirm that your import is correct before continuing on.

The next option will allow you to map the columns to the appropriate SugarCRM field.

USE EXCEL TO CREATE A CSV FILE

The next option will allow you to map the columns to the appropriate SugarCRM field.

SugarCRM will do its best to match the data in your file with field labels in the Leads module.

SugarCRM will ask you to confirm that your import is correct before continuing on.

The next option will allow you to map the columns to the appropriate SugarCRM field.

USE EXCEL TO CREATE A CSV FILE

First Name, Last Name, Phone Numbers and other familiar information should be detected and labeled automatically.

SugarCRM will ask you to confirm that your import is correct before continuing on.

The next option will allow you to map the columns to the appropriate SugarCRM field.

USE EXCEL TO CREATE A CSV FILE

If you have data in your CSV more specific to you or your organization (e.g. a referrer’s name) it may not map automatically, and you will have to select the Database Field appropriately.

SugarCRM will ask you to confirm that your import is correct before continuing on.

The next option will allow you to map the columns to the appropriate SugarCRM field.

USE EXCEL TO CREATE A CSV FILE

If you have data in your CSV more specific to you or your organization (e.g. a referrer’s name) it may not map automatically, and you will have to select the Database Field appropriately. Click Next to continue process.

USE EXCEL TO CREATE A CSV FILE

This screen will give you the option to change the row to the correct module field.

USE EXCEL TO CREATE A CSV FILE

For example if you have the information labeled as dealer first and last or region for addresses, you will need to tell SugarCRM what field it is related to within the system.

USE EXCEL TO CREATE A CSV FILE

For example if you have the information labeled as dealer first and last or region for addresses, you will need to tell SugarCRM what field it is related to within the system.

Keep in mind a last name is required to create the record.

USE EXCEL TO CREATE A CSV FILE

The last option when importing a CSV file is to allow SugarCRM to check for duplicates.

This is helpful when importing a large list or you are unsure if there are duplicates.

USE EXCEL TO CREATE A CSV FILE

Drag and drop the fields you want to check for duplicates.

Click import now on Step 5 to continue.

USE EXCEL TO CREATE A CSV FILE

When Sugar has completed importing the data you will be presented with a list of the new leads that were imported.

USE EXCEL TO CREATE A CSV FILE

Clicking on the lead name will allow you to access all the related information for this record that was imported from the CSV file.

FROM YOUR WEBSITE

You can create a form for your company’s web site for potential customers to use without having to log into your SugarCRM system.

From there visitors can input the desired information and it will be placed in your Sugar database.

FROM YOUR WEBSITE

The Lead Form is part of the Campaigns module.

FROM YOUR WEBSITE

The Lead Form is part of the Campaigns module.

Select Create Lead Form from the Campaigns menu.

FROM YOUR WEBSITE

Select the fields you would like your form to utilize.

FROM YOUR WEBSITE

Simply drag and drop the fields into the first or second column.

FROM YOUR WEBSITE

Click Next when your fields are in the order you want.

FROM YOUR WEBSITE

Enter some more information about the form the Leads will be filling out. You must relate it to a campaign.

Click Generate Form to continue.

FROM YOUR WEBSITE

Now you will be prompted to use Sugar’s built-in HTML editor to adjust the form. You can change fonts, colors, and the table’s arrangement.

FROM YOUR WEBSITE

You have access to the HTML itself by clicking the HTML button.

Now you will be prompted to use Sugar’s built-in HTML editor to adjust the form. You can change fonts, colors, and the table’s arrangement.

FROM YOUR WEBSITE

Now you will be prompted to use Sugar’s built-in HTML editor to adjust the form. You can change fonts, colors, and the table’s arrangement.

Click the Save Web to Lead Form button to save the form.

FROM YOUR WEBSITE

After saving, you’ll be presented with the markup and scripts necessary to place your form in a website.

FROM YOUR WEBSITE

After saving, you’ll be presented with the markup and scripts necessary to place your form in a website.

Paste the code into your site wherever you feel appropriate and commit or upload the changes to your web server(s).

FROM YOUR WEBSITE

The end result is the form on your web page for your potential leads to fill in.

Contact Us

HAVE QUESTIONS?

sales@atcoresystems.com