Home

Use the Home page to view your upcoming meetings, scheduled calls, and other tasks. The information is displayed in panels. Every panel is a configurable Sugar Dashlet that you can move around the page to rearrange the Home page layout as needed.

A Sugar Dashlet can be a module, a chart, tools such as Jot Pad, or a Sugar feed.

Sugar feeds enable users to notify team members when they perform an action such as creating a new contact, lead, opportunity, or case. Team member are also notified when a lead is converted and when a case is closed. Your administrator can also enable you to post your own Sugar feeds to images, links, and YouTube videos. You can make these feeds available only to members of a specific team.

To add a Sugar feed, from the Add Sugar Dashlet list, select My Sugar Feed. Click the down-arrow next to your name and select Link, YouTube, or Image. Click Select and specify the team in the Send to field, enter the URL or path in the field below, and click Post.

To move a Sugar Dashlet, place the cursor on a panel title, hold down the mouse button, and drag it to the desired location on the page.

To add a new Sugar Dashlet, click the down arrow on the My Sugar tab and select Add Sugar Dashlets. From the Add Sugar Dashlets menu that displays in a separate window, click a Sugar Dashlet to add it to your home page. and Team Notices.

You can add multiple Sugar Dashlets of the same kind and configure each one differently.

You can also edit, refresh, and delete an existing Sugar Dashlet by clicking the appropriate icon located in the dashlet panel. Editing includes changing the columns and number of rows that are displayed as well as filters such as record creation date and assigned users and teams.

The Home page displays tabs for My Sugar, Sales Page, and Marketing & Support Page.

The My Sugar tab displays the following information that is specific to you:

• My Calls: Lists phone calls set up by you or others.
• My Top Open Opportunities: Lists the top five opportunities sorted by the amount. Opportunities with a status of "Closed-Lost" or "Closed-Won" are not included.
• My Meetings: Lists invitations to meetings set up by you or others.
• My Leads: Displays a list of leads assigned to you by yourself or others.
• My Open Cases: Displays a list of customer issues assigned to you for resolution.
• My Accounts: Displays accounts assigned to you by yourself or other users.
• Jot Pad: An area to jot down reminders to yourself or other comments
• Team Notices: Displays any announcements targeted towards the team that you belong to.
• My Pipeline: Displays a chart of your sales opportunities based on the cumulative amounts for selected sales stages. This chart, based on a Sugar predefined report, displays only when the expected close date is within the specified date range.
• The Tracker tab displays a list pre-defined tracker reports in the Select Query drop-down list. Tracker reports provide visibility into user actions and system performance. Select a report from the drop-down list to view the report results. For some reports, you can set a date filter for more specific report results.
• The Sales tab displays Dashboard module charts. Click the down-arrow on the tab to access options to rename the page, add a Sugar Dashlet, change the page layout, and delete the tab.
• The Marketing & Support tab displays your summation report charts. You can click the down-arrow on the tab to access options to rename the page, add a Sugar Dashlet, change the page layout, and delete the tab.

Click Add Page to add additional pages to your Home page to display more Sugar Dashlets. Enter a page name and specify the number of columns on the page, and click Submit. To add Sugar dashlets, change page layout, rename the page, or delete the page, click the down-arrow on the page tab and select the appropriate option.

The Shortcuts menu displays options to create records in various modules such as accounts, contacts, and bugs. Click an option to create a record.

The New Contact quick form enables you create a contact with minimum information. You can enter additional information after you save the record.