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 | |
Creating a Dashboard | What you'll learn:
|
Creating a Record | What you'll learn:
|
Converting a Lead | What you'll learn:
|
Creating a Quote | What you'll learn:
|
How to Filter Records in a Module List View | Learn how to filter Sugar records in a Module List View. |
Importing Records | What you'll learn:
|
Exporting Records | What you'll learn:
|
Using SugarBPM | SugarBPM is an easy-to-use business process management (BPM) and workflow tool that adds advanced BPM functionality to the core Sugar software stack. What you'll learn:
|
Creating a Rows & Columns Report | What you'll learn:
|
Creating a Summation with Details Report | What you'll learn:
|
Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance