Business Users: Get Started Using Sugar

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
Creating a Dashboard	What you'll learn: Create a dashboard Adding dashlets to a dashboard Adding a dashboard to your homepage Manage your dashboards and share them with others
Creating a Record	What you'll learn: How to create a new record in Sugar
Converting a Lead	What you'll learn: How to convert a lead into other record types in Sugar.
Creating a Quote	What you'll 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.
Importing Records	What you'll learn: Import records using the Import Wizard
Exporting Records	What you'll learn: Export records from Sugar into a .CSV file
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: Overview of SugarBPM Examples of workflow processes Viewing your assigned processes Executing processes Reassigning processes
Creating a Rows & Columns Report	What you'll learn: How to create a basic rows & columns report using the Report Wizard in Sugar
Creating a Summation with Details Report	What you'll learn: How to use the report wizard in Sugar to create a summation with details report

Price: FREE

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