help.10ksbcrm.comCRM Help Center | CRM Support

CRM Support Home Training 1 Training 2 Training 3 Training 4 Training 5 FAQs Applicant Workflow/Journey Manuals Search form Search CRM Help Center Welcome to the Goldman Sachs 10,000 Small Businesses SugarCRM HELP Center training and assistance website. During the course of training, you find the following to aid both in the training of CRM Administrators and Executive Directors, but also as the CRM Administrators train your own users. Introduction to SugarCRM. This introduction is a series of videos that will give you a brief overview of SugarCRM and a view of some of the main modules you will be using. Training materials to view online or download and print. The training materials are organized as "books". Whether we present a webinar or you use the materials on this site, you have access to all necessary information for a successful implementation of SugarCRM. The materials are compliations of SugarCRM Community Edition materials with additional information inserted in italics where customizations for the 10KSB program are noted. Videos to view online . These views are embedded throughout the online training materials. FAQ’s to view online . During the course of the SugarCRM implementations, CentralPoint collects questions submitted to us and provide the questions and answers for all users to reference. How to contact CentralPoint for Assistance. In the footer at the bottom of each web page, you will find information on the best methods for contacting CentralPoint using our support ticketing system. We will reply to your inquiries as soon as possible during busine ss hours Monday-Friday 9am-5pm Mountain Time. If you need urgent technical assistance, call our support line at 801-461-9135 ext 0. CRM Workflow Diagram and Applicant Journey. Updated in July 2014, a new process flow developed by ICIC is outlined here and available for download. Manuals. Current manuals for SugarCRM - Community Edition 6.5 and Constant Contact Integration software are available for download. Suggested trainings are noted as follows: (found on theand also by clicking links below) Training 1: Introduction to SugarCRM, Trainings and Support, Getting Started Training 2: Work Groups and Activities Modules and Search and Reporting from Modules Training 3: Email Templates, Marketing and Reporting Modules Training 4: Modifying the Sugar Interface and Importing records to Leads, Accounts, Contacts ( for CRM Administrators only) Training 5: Link to Introduction Presentation to Sites on July 9, 2014 Training 6: Getting started using Constant Contact/SugarCRM integration software: Each site using Constant Contact will be implemented individually. Contact crmsupport@centralpt.com to schedule. Hello WorldThis site is provided as a resource for the users of the Goldman Sachs 10,000 Small Businesses program. It was customized and is supported by CentralPoint Systems. To contact CentralPoint for customer or technical support, please email us at crmsupport@centralpt.com or go to http://tickets.centralpt.com to enter your request or view an existing request in the support ticketing...