| Learning Sessions
Sign up for upcoming instructor-led online learning sessions. Choose from various role-based seminars that cover the end-user basics, as well as seminars and workshops geared toward administrators and power-users.
Learning sessions are available as single sessions or in learning packs, which are groups of role-based sessions. Learning packs enable users to get up-to-speed quickly and are available at discounted prices.
Please Note: Dates are in Pacific time zone.
A Windows or Mac computer with high-speed Internet access is required to participate in all learning sessions.
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 Expand All  Close All | End-User Getting Started Learning Path |
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Description: | This seminar will enable you to understand the basics of getting started with Sugar, including how to set preferences and use the Sugar Home page. |
| Duration: |
60 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Log into Sugar
- Select different themes and languages
- Understand how to navigate Sugar
- Personalize the Sugar Home page to be an effective Sugar user
- Set My Account preferences
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| Audience: | End users who are new to Sugar |
| Prerequisites: | None |
| Previously Recorded Session (30 mins): | View Now
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Description: | This recorded seminar steps you through using the Sugar Plug-In for MS Outlook. |
| Duration: |
60 mins |
Version(s): |
4.2.0, 4.2.1, 4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to understand:
- What is new as of v4.2
- How to use the features of the Plug-In
- Technical details for the power user
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| Audience: | End users and Administrators |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Previously Recorded Session (60 mins): | View Now
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Description: | This seminar will take you through a detailed instruction on how to effectively create, modify and search for records in Sugar and includes many tips and tricks that will turn you into a Sugar power user. |
| Duration: |
75 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Understand module views
- Create and manage records
- Create notes and attachments
- Search
- Export Data
- Edit and delete multiple items
- Merge duplicate records
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| Audience: | End users who are new to Sugar |
| Prerequisites: | None |
| Previously Recorded Session (45 mins): | View Now
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Description: | This seminar will take you through a detailed instruction on how to import records from external data sources into Sugar and export records from Sugar to CSV files.
Note:This seminar does not cover migrating data from CRM systems. |
| Duration: |
60 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Import records from Excel files, CRM systems, and Contact Managers
- Save custom import mappings
- Check for duplicate entries during the import process
- Undo imports
- Export records to CSV files
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| Audience: | End users who are new to Sugar |
| Prerequisites: | None |
| Previously Recorded Session (20 mins): | View Now
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Description: | This seminar spells out the key areas implementation managers should focus on to drive adoption and how SugarCRM can help you succeed in rolling out the application. Particular attention is given to describing the resources available to you to aid in a successful implementation of your CRM system.
Presenting this seminar is Susie Williams, Sr. Manager of Community Development at SugarCRM. Her responsibilities include development of the Sugar Adoption Program as well as management of the Forums and Sugar Forge. |
| Duration: |
1 hour |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Open Source, Sugar Enterprise, Sugar Professional |
| Objectives: | This workshop will enable you to:
- Learn user adoption best practices
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| Audience: | Administrators, Implementation Managers |
| Prerequisites: | None |
| Previously Recorded Session (40 mins): | View Now
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Description: | In this seminar you will learn how SugarCRM effectively launches and manages projects using its own application.
Learn the best practices used by Manoj Jayadevan, Director, Product Management at SugarCRM, to successfully manage projects using Sugar. |
| Duration: |
1 hour |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Community Edition, Sugar Enterprise, Sugar Professional |
| Objectives: | This seminar will enable you to:
- Understand SugarCRM best practices for managing projects
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| Audience: | End Users |
| Prerequisites: | None |
| Previously Recorded Session (1 hour): | View Now
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Description: | In this seminar, you will learn how the SugarCRM customer support team uses Sugar support functionality to manage and resolve customer cases and strengthen future product releases.
Presenting this seminar is Jason Nassi, Director of Customer Support at SugarCRM. |
| Duration: |
1 hour |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Open Source, Sugar Enterprise, Sugar Professional |
| Objectives: | This workshop will enable you to:
- Learn the SugarCRM customer support team best practices
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| Audience: | Customer Support |
| Prerequisites: | None |
| Previously Recorded Session (1 hour): | View Now
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Description: | This seminar will show you and your sales team how to effectively transition to SugarCRM.
Presenting this seminar is Martin Schneider, Sr. Manager of Product Marketing at SugarCRM. |
| Duration: |
1 hour |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Community Edition, Sugar Enterprise, Sugar Professional |
| Objectives: | This seminar will enable you to:
- Use best practices for a successful transition to SugarCRM
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| Audience: | End Users |
| Prerequisites: | None |
| Previously Recorded Session (1 hour): | View Now
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| Expand All Close All | Sales Getting Started Learning Path |
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Description: | This seminar will enable you to understand the basics of getting started with Sugar, including how to set preferences and use the Sugar Home page. |
| Duration: |
60 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Log into Sugar
- Select different themes and languages
- Understand how to navigate Sugar
- Personalize the Sugar Home page to be an effective Sugar user
- Set My Account preferences
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| Audience: | End users who are new to Sugar |
| Prerequisites: | None |
| Previously Recorded Session (30 mins): | View Now
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Description: | This recorded seminar steps you through using the Sugar Plug-In for MS Outlook. |
| Duration: |
60 mins |
Version(s): |
4.2.0, 4.2.1, 4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to understand:
- What is new as of v4.2
- How to use the features of the Plug-In
- Technical details for the power user
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| Audience: | End users and Administrators |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Previously Recorded Session (60 mins): | View Now
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Description: | This seminar will take you through a detailed instruction on how to effectively create, modify and search for records in Sugar and includes many tips and tricks that will turn you into a Sugar power user. |
| Duration: |
75 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Understand module views
- Create and manage records
- Create notes and attachments
- Search
- Export Data
- Edit and delete multiple items
- Merge duplicate records
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| Audience: | End users who are new to Sugar |
| Prerequisites: | None |
| Previously Recorded Session (45 mins): | View Now
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Description: | This seminar will take you through a detailed instruction on how to import records from external data sources into Sugar and export records from Sugar to CSV files.
Note:This seminar does not cover migrating data from CRM systems. |
| Duration: |
60 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Import records from Excel files, CRM systems, and Contact Managers
- Save custom import mappings
- Check for duplicate entries during the import process
- Undo imports
- Export records to CSV files
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| Audience: | End users who are new to Sugar |
| Prerequisites: | None |
| Previously Recorded Session (20 mins): | View Now
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Description: | This seminar will enable you to create, manage, and track leads, or unqualified opportunities, and view all related activities, history and campaigns. |
| Duration: |
60 mins |
Version(s): |
4.2.0, 4.2.1, 4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Search for leads
- Create leads
- Import leads
- Edit, duplicate, or delete one or multiple leads
- Link records to leads
- Convert a lead to a contact, account, and opportunity
- Create a note, attachment, or appointment while converting a lead
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| Audience: | Sales Reps and Marketing Reps |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Previously Recorded Session (30 mins): | View Now
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Description: | This seminar will enable you to better manage your sales opportunities and pipeline milestones. |
| Duration: |
60 mins |
Version(s): |
4.2.0, 4.2.1, 4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Open Source |
| Objectives: | This seminar will enable you to:
- Align your sales process with your customers and their buying process
- Better manage your opportunities and pipeline
- Allow sales management to validate the pipeline and see how opportunities are progressing
- Forecast sales accurately
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| Audience: | Sales Management and Sales Representatives |
| Prerequisites: | |
| Resources: | Presentation Slides (PDF)
| | Previously Recorded Session (45 mins): | View Now
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Description: | This seminar will enable you to create and manage sales opportunities, or qualified leads, and view all related records. |
| Duration: |
60 mins |
Version(s): |
4.2.0, 4.2.1, 4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Open Source |
| Objectives: | This seminar will enable you to:
- Search for opportunities and related accounts
- Create opportunities
- Edit, duplicate, or delete one or multiple opportunities
- Link records to opportunities
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| Audience: | Sales Reps and Marketing Reps |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Previously Recorded Session (30 mins): | View Now
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Description: | This seminar will enable you to create and manage quotes and products, and view all related records. |
| Duration: |
75 mins |
Version(s): |
4.2.0, 4.2.1, 4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional |
| Objectives: | This seminar will enable you to:
- Understand the product lifecycle in Sugar
- Search for quotes
- Create quotes
- Edit, duplicate, or delete one or multiple quotes
- Link records to quotes
- View and email the quote as a PDF
- Create and manage products
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| Audience: | Sales Reps and Marketing Reps |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
Recorded session coming soon! |
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Description: | This seminar will enable you to construct basic reports and save and share reports with others. For Sugar Professional and Sugar Enterprise. Reports enhancements for Sugar 4.5.1 are included.
Note: This session does not include Enterprise Reporting available in Sugar Enterprise. |
| Duration: |
60 mins |
Version(s): |
4.2.0, 4.2.1, 4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional |
| Objectives: | This seminar will enable you to:
- Construct and save basic reports for common user functions
- Modify existing reports
- Differentiate between different report types
- Share reports among co-workers
- Search for reports
- Save My Favorite Reports
- Print reports to PDF
- Schedule reports for regular email delivery
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| Audience: | End users and Administrators |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Previously Recorded Session (30 mins): | View Now
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Description: | This seminar will enable you to create and manage your product catalog. |
| Duration: |
20 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional |
| Objectives: | This seminar will enable you to:
- Build product types and categories
- Set up manufacturers, shipping providers and tax rates
- Add products to the product catalog
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| Audience: | Administrators |
| Prerequisites: | Administrator Getting Started |
| Previously Recorded Session (20 mins): | View Now
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| Expand All Close All | Marketing Learning Pack Buy Now |
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Description: | This seminar will take you through a detailed instruction on how to effectively create, modify and search for records in Sugar and includes many tips and tricks that will turn you into a Sugar power user. |
| Duration: |
75 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Understand module views
- Create and manage records
- Create notes and attachments
- Search
- Export Data
- Edit and delete multiple items
- Merge duplicate records
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| Audience: | End users who are new to Sugar |
| Prerequisites: | None |
| Previously Recorded Session (45 mins): | View Now
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Description: | This seminar will take you through a detailed instruction on how to import records from external data sources into Sugar and export records from Sugar to CSV files.
Note:This seminar does not cover migrating data from CRM systems. |
| Duration: |
60 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Import records from Excel files, CRM systems, and Contact Managers
- Save custom import mappings
- Check for duplicate entries during the import process
- Undo imports
- Export records to CSV files
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| Audience: | End users who are new to Sugar |
| Prerequisites: | None |
| Previously Recorded Session (20 mins): | View Now
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You must first purchase Sugar Learning Credits before you can sign up for this learning session. Please allow one business day for your order to be processed. If your company has already purchased Sugar Learning Credits, please contact your SugarCRM sales rep at sales@sugarcrm.com to enable you to spend the credits. |
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Description: | This workshop will give you hands-on experience with the process of creating target lists and email templates, adding tracking links, sending out campaigns and then reviewing the results. |
| Duration: |
3 hours |
Version(s): |
5.0, 4.5.1 |
| Type: | Online Workshop |
Editions: | Sugar Community Edition, Sugar Enterprise, Sugar Professional |
| Objectives: | This workshop will enable you to:
- Create email templates
- Create target, suppression, test and seed lists
- Create and embed tracker links
- Build, test and generate email campaigns
- Campaign analysis
- Understand newsletter campaigns
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| Audience: | Marketing Managers |
| Prerequisites: | Creating Common Reports Seminar and Configuring Email Settings Seminar |
| Session Schedule: Email Campaign Management |
| Dates for Live Sessions: | Time: |
New dates coming soon! |
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Description: | In this seminar, you will learn how SugarCRM drives successful marketing initiatives using Campaign Management, Reports and Email functionality. You will see how SugarCRM Inc. implements marketing automation best practices to build the pipeline and close the gap between marketing and sales.
Presenting this seminar is Tara Spalding, VP of Corporate Marketing at SugarCRM. Tara leads all corporate marketing initiatives including demand generation, online and print advertising, event management, website design, and public relations. |
| Duration: |
1 hour |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Community Edition, Sugar Enterprise, Sugar Professional |
| Objectives: | This workshop will enable you to:
- Understand SugarCRM best practices for marketing automation
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| Audience: | Marketing Managers |
| Prerequisites: | Creating Common Reports Seminar |
| Previously Recorded Session (1 hour): | View Now
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| Expand All Close All | Administrator Learning Pack Buy Now |
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Description: | This seminar will give you an overview of the key areas of information Sugar administrators will be using as well as enable you to configure the system settings.
This is the pre-requisite for other Sugar University Administrator learning sessions. |
| Duration: |
30 mins |
Version(s): |
4.5.0, 4.5.1 |
| Type: | Recorded Seminar |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Open Source |
| Objectives: | This seminar will enable you to understand:
- Navigate the Sugar Admin page
- Configure common system settings
- Add your company logo to your Sugar system
- Add a logo to your quotes (Available in Sugar Professional and Sugar Enterprise)
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| Audience: | Administrators |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Previously Recorded Session (30 mins): | View Now
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You must first purchase Sugar Learning Credits before you can sign up for this learning session. Please allow one business day for your order to be processed. If your company has already purchased Sugar Learning Credits, please contact your SugarCRM sales rep at sales@sugarcrm.com to enable you to spend the credits. |
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Description: | This comprehensive online training provides system administrators with the skills and best practices to administer Sugar for optimum results. Through a combination of lecture and hands-on exercises, students will learn and apply the key competencies needed to set up, configure, maintain, and customize Sugar.
This course is designed for both on-demand and on-premise administrators.
A Certificate of Completion will be provided upon successful course completion.
Classes take place online, over four consecutive half days.
Note: When you register for the first session below, then you will receive an email with registration links for the remaining sessions. You MUST register for all four sessions.
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| Duration: |
4 half days |
Version(s): |
5.0, 4.5.1 |
| Type: | Online |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This course will enable you to:
- Understand installation best practices
- Configure system settings
- Add logos to your Sugar system and quotes
- Load new modules
- Implement users, teams and roles
- Perform basic customizations using Studio
- Configure email settings
- Create workflows
- Upgrade to the latest version
Download Course Datasheet |
| Audience: | Administrators |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. A basic understanding of cron in a unix-based system or scheduled tasks and batch scripts in Windows is recommended for the workflows segment, but not required. A basic understanding of POP or IMAP and SMTP or sendmail is recommended for the email settings segment, but not required.
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New dates coming soon! |
You must first purchase Sugar Learning Credits before you can sign up for this learning session. Please allow one business day for your order to be processed. If your company has already purchased Sugar Learning Credits, please contact your SugarCRM sales rep at sales@sugarcrm.com to enable you to spend the credits. |
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Description: | This workshop will give you hands-on experience with defining your users and the right security privileges for your business processes.
Note: Teams are available in Sugar Professional and Sugar Enterprise. |
| Duration: |
3.0 hours |
Version(s): |
5.0, 4.5.1 |
| Type: | Online Workshop |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This workshop will enable you to:
- Understand user types, create, edit, activate, deactivate and reassign users in Sugar
- Understand team characteristics, create teams, assign users to teams, manage team information and create and manage team notices
- Define role characteristics, create roles and set privileges, duplicate roles
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| Audience: | Administrators |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Session Schedule: Implementing Users, Teams, and Roles |
| Dates for Live Sessions: | Time: |
New dates coming soon! |
You must first purchase Sugar Learning Credits before you can sign up for this learning session. Please allow one business day for your order to be processed. If your company has already purchased Sugar Learning Credits, please contact your SugarCRM sales rep at sales@sugarcrm.com to enable you to spend the credits. |
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Description: | This workshop will give you hands-on experience with effectively creating custom modules using Module Builder. |
| Duration: |
2.0 hours |
Version(s): |
5.0 |
| Type: | Online Workshop |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This course will enable you to:
- Understand module packages
- Develop custom modules
- Manage custom fields
- Create module relationships
- Organize module layouts
- Deploy modules
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| Audience: | Administrators and Sugar Developers |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Session Schedule: Using Module Builder |
| Dates for Live Sessions: | Time: |
New dates coming soon! |
You must first purchase Sugar Learning Credits before you can sign up for this learning session. Please allow one business day for your order to be processed. If your company has already purchased Sugar Learning Credits, please contact your SugarCRM sales rep at sales@sugarcrm.com to enable you to spend the credits. |
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Description: | This workshop gives you hands-on experience performing screen layout and other customizations with Sugar screens. |
| Duration: |
3 hours |
Version(s): |
5.0, 4.5.1 |
| Type: | Workshop |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This workshop will enable you to:
Perform basic customizations to the screen layout of a given module
Create custom fields for a given module
Edit dropdown values for a standard field or a custom field
Edit field labels
Configure and rename module tabs
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| Audience: | Administrators |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Session Schedule: Using Sugar Studio |
| Dates for Live Sessions: | Time: |
New dates coming soon!Request a New Date |
You must first purchase Sugar Learning Credits before you can sign up for this learning session. Please allow one business day for your order to be processed. If your company has already purchased Sugar Learning Credits, please contact your SugarCRM sales rep at sales@sugarcrm.com to enable you to spend the credits. |
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Description: | This workshop will give you hands-on experience with creating workflows in Sugar, as well as provide you tips and tricks for effectively modeling your business processes using Sugar Workflow. Come prepared to discuss and work through any workflow ideas you are thinking about implementing. |
| Duration: |
3 hours |
Version(s): |
5.0, 4.5.1 |
| Type: | Online Workshop |
Editions: | Sugar Enterprise, Sugar Professional, Sugar Community Edition |
| Objectives: | This seminar will enable you to:
- Understand when to use Sugar workflow
- Configure your system to enable workflows
- Utilize the Sugar workflow components such as conditions and alerts
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| Audience: | Administrators |
| Prerequisites: | Getting Started and/or prior experience navigating in Sugar. |
| Session Schedule: Creating Effective Workflows |
| Dates for Live Sessions: | Time: |
New dates coming soon! |
Classroom Training |
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Sugar Professional On-Site
