Get Started

Once you have access to Virtual Office for SugarCRM, follow the checklist below to get started:

Preparation

Virtual Office for SugarCRM is dependent on your Virtual Office extension also being logged in to either on a desktop or mobile device.

Log In

Single Sign-On is not supported for SugarCRM. For manual sign-on:

  1. Using Google chrome, go to the SugarCRM login page.
  2. Enter your user name and password.
  3. Click Log in.
    Virtual Office for SugarCRM can be accessed and logged in to using the following steps:
  4. Click at the bottom-right corner of the screen.
  5. The Virtual Office app launches in a floating window. Click the Settings icon.
  6. Click the Integrations option, and then click Sugar to view the Settings, Search Types, and connection status of the integration.
  7. If Disconnected, click the icon.
  8. A new browser tab appears. Enter your SugarCRM login credentials and select Submit.
    You are returned to SugarCRM and your Virtual Office extension is now linked to the Virtual Office app within SugarCRM.

Know the Interface

The Virtual Office for SugarCRM interface consists of a navigation menu with the following menu items:

Under the VO tab, you can access: