Administrators: Get Started Configuring Sugar

Overview

Your team depends on you to configure Sugar to meet your organization's business needs and setup requirements. This course will provide you with the introductory skills necessary for administering Sugar.

Intended Audience:

Sugar Administrators
Solution Architects
Sugar Developers
Technical Support

This course includes the following lessons:

Creating new Users
Creating a Team
Creating a Role
Creating Team-based Permissions
Configuring Email Settings
Creating a new Field
Changing a Layout
Configuring Forecasting
Creating basic Reports
The basics of SugarBPM/Advanced Workflow

Suggested Pre-requisites: Introduction to Sugar

Lessons

Creating a User	What you'll learn: User Types Creating a new User
Creating a Team	What you'll learn: Creating a Team using Team Management
Creating a Role	What you'll learn: Create a new role in Sugar using Role Management
Creating Team-based Permissions	Learn how to create a team-based permission in Sugar.
Creating a Field	Learn how to create a custom field in Sugar Studio.
Changing a Layout	What you'll learn: Managing Module Layouts in Sugar Studio
Exporting Records	What you'll learn: Export records from Sugar into a .CSV file
Importing Records	What you'll learn: Import records using the Import Wizard
SugarBPM/Advanced Workflow Overview
Creating a Summation with Details Report	What you'll learn: How to use the report wizard in Sugar to create a summation with details report
Creating a Rows & Columns Report	What you'll learn: How to create a basic rows & columns report using the Report Wizard in Sugar
Configuring Forecasting	Learn how to configure the Forecasting module in Sugar.
SugarCloud Insights Overview

Price: FREE