Getting Started - SugarCRM Training for Sales

 
Description: 

The most comprehensive of the End User training classes, this online class is designed for individuals that need to have an in-depth understanding of the features and functions of SugarCRM in order to train, guide and/or support others within their department or across the organization. The in-depth class provides how to use all of the sales, marketing and support tools available in SugarCRM.

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.

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

- Navigating the SugarCRM workspace
- Setting Up Dashboards
- Searching
- Sales Workflow
- Leads
- Accounts & Contacts
- Opportunities
- Quotes & Products
- Projects
- Forecasting
- Creating Reports
- Setting Up Campaigns
- Creating Target Lists
- Creating Email Campaigns
- Sending and Tracking Email Campaigns
- Web to Lead Forms
- Email Templates
- Cases
- Knowledge Base
- Bug Tracker
- Contracts
- Customer Portal
- Mail Merge
- Outlook Integration & Mobile Access
- Documents and Attachments

 
Partner: 
 
Location: online
 

Registration Details

Monday, July 21, 2014 - 9:00am (GMT-6:00 Central Time (US & Canada), Mexico City)
 
 

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