This course is designed to provide a practical overview of how Sugar System Administrators should configure Sugar Serve. It will focus on all the basic configurations that an admin needs to set up to begin their organization’s implementation of Sugar Serve. Throughout the course, you learn best practices on how to configure Sugar Serve.
How to Complete Your Hands-On Assignments | |
Lesson 1: Understanding a High-Level Overview of Sugar Serve's Administration Functionality | |
Lesson 2: Using the SugarCloud (SugarIdentity) | |
Lesson 3: Adding Teams and Roles | |
Lesson 4: Configuring Systems Settings | |
Lesson 5: Setting Up Outbound Email | |
Lesson 6: Configuring Existing Sugar Modules | |
Lesson 7: Creating a New Sugar Module | |
Lesson 8: Configuring Tile View | |
Lesson 9: Importing Records | |
Lesson 10: Configuring Console Management | |
Lesson 11: Adding Business Centers | |
Lesson 12: Configuring the Self-Service Portal | |
Lesson 13: Configuring SugarLive | |
Lesson 14: Closing & Wrap-up |
Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance