SugarCRM End User Training

 
Description: 

The most comprehensive of the End User training classes, this 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 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, March 23, 2015 - 9:00am (GMT-6:00 Central Time (US & Canada), Mexico City)
 
 

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