Get Started Using Sugar for Sales

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Overview

Learn the essentials of using Sugar as a Sugar sales business user. You'll learn how to navigate the application, create records, convert leads, create reports, forecast, and much more. 

 

Intended Audience:

  • SugarCRM End Users
  • Sales Executives
  • Sales Operations
  • Executives

This course includes the following lessons: 

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

 Suggested Pre-requisite: Introduction to Sugar 

 

 

Lessons

Creating a Dashboard

What you'll learn:

  • Create a dashboard
  • Adding dashlets to a dashboard
  • Adding a dashboard to your homepage
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.

Forecasting in Sugar

What you'll learn: 

  • How to use the forecasts module in Sugar 

 

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
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

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