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:
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Creating a Team | What you'll learn:
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Creating a Role | What you'll learn:
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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:
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Exporting Records | What you'll learn:
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Importing Records | What you'll learn:
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SugarBPM/Advanced Workflow Overview | |
Creating a Summation with Details Report | What you'll learn:
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Creating a Rows & Columns Report | What you'll learn:
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Configuring Forecasting | Learn how to configure the Forecasting module in Sugar. |
SugarCloud Insights Overview |
Price: FREE