Lead Management in Sugar 7

Written by: Josh Sweeney and Briana Gross

Viewing Leads

VIEWING LEADS

Users will always be looking to view data in different ways based on the way that they work.

Leads – as well as other records in SugarCRM – can be viewed in several ways, with each offering their own benefits.

LEADS DASHLET

A quick and direct way to see leads is through the Leads Dashlet.

The main focus of the dashlet is to give users a quick and immediate overview of leads assigned to them without requiring search criteria.

The dashlet will be displayed on the Home screen, visible immediately when the user logs into SugarCRM.

LEADS DASHLET

To create a dashlet, navigate to your Home page and click the drop down arrow on the Create button on the

right side of the page and select Edit.

LEADS DASHLETYou will see your home screen change just a little and there will be an option to Add a Dashlet. Click on this area.

LEADS DASHLETYou will see your home screen change just a little and there will be an option to Add a Dashlet. Click on this area.

Once this has been selected a pop up window will appear where you can add the Leads Dashlet.

LEADS DASHLET

From here you can add a dashlet from your modules, including your leads.

LEADS DASHLET

Choose the Leads module from the module drop down. You can also add or remove the columns you want displayed as well as the amount of leads displayed.

LEADS DASHLET

Save your options and the My Leads dashlet will be added to your home screen.

LIST VIEW

Using the List View provides a rows-and-columns account of leads in the system.

The main benefit over using the dashlet is the search capability. In a dashlet the user sets filters which determine the data that is automatically shown each time he or she visit the page holding the dashlet.

Using the search in a list view users can quickly view lists that fit more specific criteria as well as view more records at once.

LIST VIEW

Find the List View by clicking View Leads from the Leads menu. This will display all the leads you have access to view.

LIST VIEWYou can search the leads module by first or last name, email address, street address, etc.

LIST VIEW

Setting the filters will allow the leads to be searched by assigned user, address, lead source and more. Anything you chose will narrow down the list of Leads that are displayed.

LIST VIEW

Setting the filters will allow the leads to be searched by assigned user, address, lead source and more. Anything you chose will narrow down the list of Leads that are displayed.

Enter in the details and click the Search button to show the new list.

SEARCH WILDCARDS

While searching and filtering data a user can use the percent character (%) wildcard to assist in finding data.

The wildcard tells Sugar that the user is not sure about what is before or after certain characters.

SEARCH WILDCARDSOne example usage would be searching for

names that can have different spellings.

SEARCH WILDCARDSOne example usage would be searching for

names that can have different spellings.

Let’s say that you spoke to Chris on the phone and you need to look

him up in the leads area but don’t know how he

spells his name.

SEARCH WILDCARDSOne example usage would be searching for

names that can have different spellings.

Let’s say that you spoke to Chris on the phone and you need to look

him up in the leads area but don’t know how he

spells his name.

In this instance you could type %ris in the name

field and you would any record that contained

“ris,” including Cris, Kris, and Chris.

SEARCH PERSISTENCE

By default, all searches in SugarCRM are persistent which means that if you search in a list view, leave that view and come back, the same search criteria will be filled in as when you left.

For versions prior to Sugar 7

SEARCH PERSISTENCE

This can be very helpful at times but can occasionally cause confusion. If at any point during a search you are not receiving the number of records that you know would fit the search, you may want to click the Clear button and start a new search.

For versions prior to Sugar 7

REPORTS

Reports are the next step in searching and filtering to find specific data after using list views. Using reports a user can filter fields in a leads record as well as on other related records.

REPORTS

Reports also add the ability to use date range and other criteria not available in the search area of the list view.

Along with advanced filtering, a report will give you the ability to run calculations on data, set groupings for visualization and create charts.

REPORTS

Reports can be saved to use again another day and can also be easily saved and printed from a PDF file. Some reports also have the option of being added as a dashlet for faster reference.

REPORTS

To use the leads report, navigate to the Leads module and click on View Leads Report.

REPORTS

You’ll be presented with the List View of Reports available to you in the system. These reports will all be related to the Leads module.

REPORTS

You’ll be presented with the List View of Reports available to you in the system. These reports will all be related to the Leads module.

Select a report from the list related to the leads module.

REPORTS

Reports have many functions and features that are outside the scope of this book, but know that the report will show you a

spreadsheet-like result of columns and rows of data, and optionally show you a chart or graph of that data.

REPORTS

This report Leads by Lead Source simply shows the number of leads gathered by their sources, e.g. Cold Call, Web Site, Email campaign.

This is an example of the type of reports you can build off the Leads module.

REPORT DASHLETS

Take this example and turn it into a dashlet on your home screen for easier

access, similar to the Leads Dashlet.

REPORT DASHLETS

Take this example and turn it into a dashlet on your home screen for easier

access, similar to the Leads Dashlet.

Do this for the reports you use every day. Add the Reports dashlet the same way as we did the Leads Dashlet: click the Add a Dashlet option and select the Saved Reports Chart Dashlet tab.

REPORT DASHLETSChoose a saved report (e.g. Calls by Team by User). Save the option and the chart dashlet will be added to your home screen as seen below.

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