Initial Login

When we first visit the SugarCRM application, we will see the main login screen. At this point there are no accounts set up, so we will need to log in as the administrator. For user name, we will use admin and for the password, password.

Once we are logged in, we will reach the main dashboard. This is a little overwhelming at first when we begin to use SugarCRM but it all makes sense after we spend a little amount of time working with it.

This screen is presented to all administrators and users when they first log in to SugarCRM. Here the user can manage their workflow by dealing with any emails, cases, leads, tasks, etc. assigned to them.

The Shortcuts section on the top-left menu allows the user to access various common areas as shown in the following screenshot:

We can create new contacts for the system by clicking on the Create Contact link. The following screenshot shows the basic information we can add to our contacts. There are a lot of fields that can be filled in...