Chapter 5. Extending The Business Role of Your SugarCRM System
In the last chapter, we introduced the CRM basics of accounts, contacts, leads, opportunities, the sales pipeline, as well as the use of a consolidated calendar.
In this chapter, we deal with the expansion of the role of your CRM system within your business, beyond that of basic CRM functions. We will cover a number of other related applications that are most commonly found in modern CRM systems. These applications are frequently added to a CRM system to take advantage of the fact that the CRM system is used by most people at a company and already contains all the information about the customers, partners, and suppliers of the business.
These advanced CRM topics include the following:
Removing sample data: Resetting the database to eliminate the default data
Marketing campaigns: Creating and running e-mail marketing campaigns
Resetting the database
To start off this chapter, let's first get rid of the sample data in your SugarCRM installation...
