Business Users: Get Started Using Sugar

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Overview

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:

  • SugarCRM End Users
  • Sales Executives
  • Marketing Managers
  • Sales Operations
  • Executives

This course includes the following lessons: 

  • Personalizing your Sugar View
  • Managing your Dashboard
  • Creating Records 
  • Converting Leads
  • Importing and Exporting Records
  • Using SugarBPM
  • Creating basic reports

 

 

 

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