Getting Started

The Getting Started section of Sugar’s Knowledge Base includes introductory information including installation, initial configuration, migration, importing, and module usage.


CRM is the abbreviation for Customer Relationship Management, a strategy for managing interactions with customers and sales prospects. Most businesses use the term “CRM” to loosely refer to the software system where employees store information about these interactions. Sugar® is one of these systems. Sugar streamlines and automates the business processes that directly and indirectly relate to customers.

If an individual needs access to Sugar® to view and create records, an administrator must first create a user account so that they can log into the instance. There are several ways that administrators can create new users in Sugar including via the Users module, duplication, and import. This article covers the basic steps of creating regular users via the Users module.

One of the first challenges in implementing Sugar® when moving from a previous CRM system is migrating your existing data to Sugar. This article will cover the basics of that migration process. If you wish to get personal assistance in migrating your data to Sugar, please refer to the Additional Assistance section below. 

This article walks through some best practices that you can use to move external data into Sugar.

Target lists feed into a campaign; leads are targets that responded to a campaign; and contacts are highly qualified leads that are part of a longer-term selling process.

Some critical CRM functions rely on integrating Sugar with an email system. This article is an introduction to the options available for sending and receiving mail in Sugar.

Most Sugar customers are businesses that use Sugar to manage their sales, marketing and support interactions with other businesses. This is commonly referred to as a B2B, or business-to-business, model. But Sugar can also be used in a B2C, or business-to-consumer, environment. This is where a business uses Sugar to interact not with other businesses but with consumers.

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