by CRM Experts NY

Ever wanted to generate leads from social media contacts like Facebook® and LinkedIn® directly into SugarCRM?  We have created an extension for your Chrome browser that accomplishes this.  Adding leads to SugarCRM from social media sites is now made super easy. One click captures the contact information from Facebook® or LinkedIn® profiles right into your CRM.

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Installation & User Guide

Installation

Step 1: Extract the package provided to you.

Step 2: Open your Chrome browser. Go to Settings > Extension > and drop the file into the extension section.

Step 3: Login into SugarCRM as "Administrator".

Go to admin
Go to Studio
Select Leads Module
Select Fields
Create Field type is URL
Now Add fields on Layout(Edit/Detail)
Save & Deploy fields

Step 4: Go to Dropdown Editor to add Lead Source (facebook/linkedin)

Go to admin
Go to Dropdown Editor
Select Dom lead_source_dom
Add Lead Source Options & Do save
Item Name Display Label
facebook Facebook
linkedin LinkedIn

Step 5: Go to Google Chrome > Click on sociaLead icon which will get you settings screen.

Sugar URL: http://site_url without index.php

Sugar User Name: Valid user name of system

Sugar Password: Valid password of user

LinkedIn

Go to users profile and click on sociaLead icon in add-on bar.

When clicked, it will give you confirmation that the lead was created.

Facebook

Go to potential lead's profile, go to about tab and click on sociaLead icon in add-on bar.

When clicked, it will give you confirmation that the lead was created.

Go to SugarCRM to verify if the lead created.

Voila!

Fill the info of your SugarCRM & you are done.

P.S. The information which your lead's profile has will be filled in your SugarCRM.

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