Learn the essentials of using Sugar as a Sugar business user. You'll learn how to navigate the application, create records, convert leads, create reports, and much more.
Intended Audience:
This course includes the following lessons:
| Hands-On Practice | |
| Create and Manage Dashboards | In this video, you'll learn how to create a dashboard, add dashlets to a dashboard, add a dashboard to your homepage, manage your dashboards, and share them with others. |
| How to Create a Record | In this video, you will learn three ways to create different types of records in Sugar. |
| How to Convert a Lead | In this video, you will learn how to convert a lead into various record types in Sugar. |
| How to Create Quotes | In this video, you will learn how to quickly create a quote within Sugar's Quotes module. |
| How to Filter Records in a Module List View | Learn how to filter Sugar records in a Module List View. |
| How to Import Records in Sugar | This video is going to show you how to import records in Sugar. |
| How to Export Records | This video will walk you through the steps to export a record in Sugar. |
| How to Process a SugarBPM Task | Discover how to access and manage SugarBPM tasks that have been assigned to you or your team. |
| How to Create a Rows and Columns Report | In this video, you will learn how to create a new “Rows and Columns” report (version 14.2 and later). |
| How to Create a Summation with Details Report | In this video, we will show you how to create a “Summation Report with Details” (version 14.2 and later). |
Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance
