Getting Started - SugarCRM Training for Marketing


This online class is designed for anyone in a marketing role and covers the essential features of SugarCRM as well as teaching you how to master the marketing tools that are built in to Sugar. You will also learn how to set up a campaign, create web to lead forms, and use mail merge and email templates to nurture and market to prospects and customers.

In addition to the PowerPoint slides and hands-on labs completed in the class, you will also receive the complete Kindle version of our Getting Started with SugarCRM guide.

2 sessions of 4 hours each, on consecutive days
Type: online
Sugar Community Edition
Sugar Ultimate
Sugar Enterprise
Sugar Corporate
Sugar Professional

- Navigating the SugarCRM workspace
- Setting up Dashboards
- Overview of Leads, Accounts, Contacts, & Opportunities in SugarCRM
- Searching
- Setting Up Campaigns
- Sales Workflow
- Creating Target Lists
- Creating Email Campaigns
- Sending and Tracking Email Campaigns
- Web to Lead Forms
- Creating Reports
- Mail Merge
- Email Templates
- Outlook Integration & Mobile Access
- Documents & Attachments

Location: online

Registration Details

Monday, July 14, 2014 - 9:00am (GMT-6:00 Central Time (US & Canada), Mexico City)