SugarCRM End User Training

 
Description: 

This class will give you an overview of how to use all of the tools available in SugarCRM. This class will cover sales, marketing, and support features to give you a well-rounded understanding

 
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, September 21, 2015 - 9:00am (GMT-5:00 Eastern Time (US & Canada), Bogota, Lima)