Sugarcrm Partner Portal is a web-based tool that allows partners to manage their account and access their reports. If you are a partner who wants to login to your portal, follow these steps:
1. Log in to your Sugarcrm Partner Portal account.
2. Click the "Log In" button in the top right corner of the page.
3. Enter your username and password.
4. Click the "Log In" button on the bottom left corner of the page to finish logging in.
How to login to the Sugarcrm Partner Portal
If you are new to the Sugarcrm Partner Portal, you first need to create an account. To create an account, go to the Partner Portal and click on "Create Account." You will be asked to provide your name and email address. Once you have created your account, you can login using your email address and password.
How to create a new account
If you are new to Sugarcrm, create a new account. Follow these simple steps:
1. Log in to your account at www.sugarcrm.com.
2. Click on the My Account link in the top navigation bar.
3. On the My Account page, click on the Create New Account link in the left column.
4. Fill out the form with your name, email address, and password. Make sure you enter the same information in the other fields as well! Click on the Create Account button to finish creating your account.
Now that you have an account, you can start using Sugarcrm's powerful tools!
How to update your profile
If you have created a profile on the Sugarcrm Partner Portal, you will need to update it to reflect any changes to your company or contact information. To update your profile:
1. Log in to the Sugarcrm Partner Portal.
2. Click on the "Profile" tab at the top of the page.
3. Edit your profile information as needed.
4. Click on the "Update Profile" button to save your changes.
How to manage your contacts
If you are looking to manage your contacts with Sugarcrm, the Partner Portal is the perfect place to start. The portal is easy to use and allows you to manage your contacts in a variety of ways. Here are a few tips on how to login and start using the portal:
First, sign in to your account by clicking on the “Login” button at the top right corner of the portal. After you have logged in, you will be taken to your home page.
To access your contacts, click on the “Contacts” tab at the top of the page. This tab contains all of your contact information, including name, email address, phone number, and company name. You can also view a list of all of your contacts’ projects, tasks, and milestones.
If you need to update or add information about a contact, click on their name in the “Contacts” tab and then click on the “Edit” button next to their information. You can also send an email message or invite someone to join a project or task by clicking on their name and then clicking on the “Invite” button.
If you want
How to add new partners
In order to add new partners to the Sugarcrm Partner Portal, follow these steps:
1. Log in to the Partner Portal at https://partnerportal.sugarcrm.com/
2. Click on the "Add New Partners" link in the left-hand menu bar
3. Enter your partner's name and contact information in the fields provided
4. Click on the "Submit" button to submit your partner information to Sugarcrm
How to share your work with partners
If you are a Sugarcrm Partner, you can share your work with your partners using their partner portal. This will allow them to view your projects, tasks, and collaborations in one place. To login to the partner portal, follow these steps:
1. Go to www.sugarcrm.com/partner-portal.
2. Use your partner login credentials to log in.
3. Click on the My Projects link in the top left corner of the page.
4. Select a project from the list of projects displayed on the page.
5. Under the project overview section, you will see all of the tasks and collaborators associated with that project. You can also view details about each task or collaborator by clicking on it.
How to unsubscribe from email notifications
If you no longer want to receive email notifications from Sugarcrm, you can unsubscribe from their notifications by following the instructions below:
1. Log in to your account.
2. In the top right corner of your account page, click on "Notifications"
3. On the "Notifications" page, under "My Subscriptions," click on "Unsubscribe."
4. In the confirmation message that appears, type your email address and click on "Confirm."