Sugarcrm Onboarding:
Topics covered:
- Prerequisites
- About
- Getting started with the onboarding process
Prerequisites:
- A CRM account must be created and logged in.
About:
The Sugarcrm onboarding process involves connecting the Sugarcrm integration, and syncing activities between Cadence and Sugarcrm so that you can access the full potential of all Cadence features.
Getting started with the onboarding process:
Step 1: To begin, the user needs to click "Connect with Sugarcrm".
Step 2: After that, the configuration modal will open up on your screen. This modal will contain the three required fields.
- Sugarcrm Username: Enter the Sugarcrm username in this field.
- Sugarcrm Password: Enter the Sugarcrm password in this field.
-
Sugarcrm URL: Enter the Sugarcrm URL in this field.
Step 3: Click on Connect.
Step 4: On the next field, select the Sugarcrm administrator from the dropdown and click on Next in the bottom right corner of the screen.
Step 5: You will be taken to the Field Mapping section on the following page, where you will need to match your Sugarcrm fields with the existing Cadence fields. The necessary fields are going to be mapped automatically; click on Finish Setup.
Thus, the onboarding process will be completed. Click on Head to Home page button to get started