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Quick Start for Salesforce or MS Dynamics Administrators

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Overview

This introductory course provides new Administrators who are familiar with other CRMs the skills necessary to start administering Sugar.  

This course includes the following lessons: 

  • Understanding Sugar Terminology
  • Creating and Managing Users  
  • Creating and Managing Teams 
  • Managing Roles and Permissions  
  • Configuring Sugar
  • Understanding SugarBPM
  • Creating basic Reports 

Intended Audience:

  • Individuals who have administered Salesforce or Microsoft Dynamics
  • Individuals who are Certified as Administrators in other CRM platforms 

Lessons

Introduction
Creating and Managing Users
Creating and Managing Teams
Managing Roles and Permissions
Configuring Sugar
Understanding SugarBPM
Importing and Exporting CRM Data
Creating Basic Reports
Additional Training and Resources

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance