Document By: Sagar SONI Cobalt sets a new standard in Open Source CRMs.

Easy to learn by sales teams and fantastically simple for management to run the reports needed to see their business succeed and grow. Cobalt provides an intuitive interface and beautifully integrates the popular twitter Bootstrap styles. Cobalt not only provides an easy to use interface but also provides the tools necessary to successfully organize your business. Don't mistake clean and minimal styles for a simplistic system. There's nothing simplistic about the advanced custom reporting and custom fields that are available to you in Cobalt

Feature Rich Interface

Cobalt incorporates features directly into a system already full of thoughtful and useful tools. Any elements you find missing can be added through custom fields in an easy to manage admin section. The Cobalt interface can be learned in 30 minutes or less. And you'll love how easy it is to show others.

Fully Customizable
Need more customizations to the interface or system functions? Add custom layouts and themes or modify the code. Open Source truly means Open Source. Cobalt provides easy to read code and the ability to modify the code as is needed for your instance.

Installing Cobalt CRM

Hosting requirements
Installing Cobalt for the first time is very easy. Cobalts built-in installer makes setting up your new site a breeze. Before we start installing Cobalt, there are a couple prerequisites that need to be met to install successfully: Hosting - whether you have a dedicated server, or shared hosting plan, youll need some sort of web hosting that meets the following requirements: PHP v. 5.2+ MySQL 5.04+ Apache 1.3 MySQL Database - youll need access to a MySQL database, as well as the following credentials. DB Name Host Name Username Password FTP Client - for transferring files to your server. If you dont already have an FTP client that you use, we recommend Filezilla (ensure transfers are set to Binary) Latest Release of Cobalt-Master - you can find that here Download .

Document By: Sagar SONI

Installation
With these requirements met, and resources in place, we are ready to install Cobalt To begin our installation, well first need to move our Cobalt installation package to the server. This can be accomplished by simply moving the downloaded package to your server, then unpacking it. Or you can unpack the files on your local computer, then move the Cobalt installation over to your server. Either way, the Cobalt installation needs to be unpacked in the root of your site. Caution - if you unpack the files on your own computer, then copy them to your server, be sure to move only the files contained INSIDE the Cobalt package. If you transfer the Cobalt folder as well, your site will be accessed at yoursite.com/ Cobalt instead of yoursite.com. The Cobalt installer now makes it very easy to install Cobalt. With the files transferred to your server, access the Cobalt installation through your web browser by entering the address of your site, for example http://www.example.com.

Step 1 is to enter your site name, site logo (optional) in the screen above, then press the 'Next' button in the lo er right corner!

Document By: Sagar SONI

Step 2: is con"iguring the #atabase connection "or $obalt! %ere you ill nee# to enter the Database type, %ostname, &ser name, Database name an# the Database pre"ix "or the 'yS() #atabase you have set up! I" your settings are not correct, you might be unable to connect to the #atabase! *n a##itional option is to change the +able pre"ix! +his may be help"ul "or security purposes! %ost: Database %ost e!g! ,localhost&ser: Database username e!g! ,root.ass or#: Database pass or# e!g! ,//////Name: Database Name e!g! ,$apable$o#e0DB.re"ix: e!g! ,crm0+hen clic1 on next!

Document By: Sagar SONI Step 3, an# the last to installing $obalt, is the Admin Configuration! %ere you must a## an Admin First Name, Admin Last Name, Admin User Name, Admin Password, an# Admin e-mail address

Step 4 Is the "inal step! $obalt is no installe#2 3ou must provi#e username an# pass or# "or login to $obalt Dashboar#

Document By: Sagar SONI *"ter success"ul login you ill see the $obalt Dashboar#!

Sagar Soni
Director CapableCode Solutions Email: sagarsoni@capablecode.com www.capablecode.com

4ollo me on 4aceboo1: Sagar SONI + itter: @sagarsoni10