SugarU Content is Being Updated
The SugarU team is working dilligently to update all content to reflect Sugar's new user interface.
We appreciate your patience while updates are published. Thank you!
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:
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Creating a Record | What you'll learn:
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Converting a Lead | What you'll learn:
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Creating a Quote | What you'll learn:
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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:
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Exporting Records | What you'll learn:
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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:
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Creating a Rows & Columns Report | What you'll learn:
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Creating a Summation with Details Report | What you'll learn:
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Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance