Introduction to SugarCRM

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This course introduces the main features of SugarCRM. It includes full training manuals, lunch, refreshments during the day. The course features hands on exercises and instructor-led training delivered by a SugarCRM expert.

Audience: 
SugarCRM End-Users
Editions: 
SugarCRM Enterprise, SugarCRM Professional, SugarCRM Community Edition
Version(s): 5.x, 4.5.x
Type: Classroom Training








Course Contents:

  • Navigation - finding your way around SugarCRM
  • Search - how to find information in SugarCRM
  • Your SugarCRM
  • The Main Modules:
  • Accounts
  • Contacts
  • Email
  • Setting Tasks, Meetings and Calls
  • Managing Tasks, Meetings and Calls
  • Dashlets & Reports
  • Opportunities, Leads and the Sales Pipeline
  • Issue Management with Cases
  • Tips & Tricks