SugarCRM Training for Administrators


As an administrator of your SugarCRM system you need to manage SugarCRM effectively and efficiently. This online class will give you an overview of how to use all of the administrative tools for making configuration changes to your SugarCRM instance. You will learn how to create and manage users and teams, add new fields, change dropdown lists, create workflows and much more.

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.

3 sessions of 4 hours each, on consecutive days
Type: online
Sugar Community Edition
Sugar Ultimate
Sugar Enterprise
Sugar Corporate
Sugar Professional
SugarCRM End User training or proficient experience with SugarCRM

- Navigating the SugarCRM Admin Page
- Using Module Builder to Create Custom modules
- System Settings
- Using Module Loader
- License Management
- Editing Dropdown Lists
- Email Settings & Scheduler
- Using Workflows
- Accessing Sugar Resources
- Managing Product Catalog, Bug Tracker, & Contract Dropdowns
- System Repairs and Upgrades
- Setting Up Forecasting
- Module Settings
- Importing Data
- Users, Teams, Roles, & Passwords
- Creating Custom Reports
- Overview of Developer Tools
- Sugar Portal Editor
- Using Studio to Add and Edit Fields,Edit Labels, and Customize Layouts

Location: online

Registration Details

Tuesday, September 2, 2014 - 1:00pm (GMT-6:00 Central Time (US & Canada), Mexico City)