Getting Started - SugarCRM Training for Support


This online class is designed for anyone in a customer service, customer support or help desk role and covers all the essential features of SugarCRM as well as teaching you how to master the customer support tools that are built in to Sugar to enter, track and resolve customer issues. You will also learn how to set up a dashboard, create custom reports, incorporate documents and attachments into tickets, and integrate with Outlook.

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 Email Campaigns
- Creating Target Lists
- Web to Lead Forms
- Sending and Tracking Email Campaigns
- Creating Reports
- Mail Merge
- Email Templates
- Outlook Integration & Mobile Access
- Documents & Attachments

Location: online

Registration Details

Monday, September 8, 2014 - 1:30pm (GMT-6:00 Central Time (US & Canada), Mexico City)