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How to use Sugar Automate

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Overview

This course is designed to provide basic training on the Sugar Automate for end-users. After completing this course you will be able to:

  • Understand the purpose of Sugar Automate
  • Recognize the User Interface
  • Start a Smart Guide for a Record
  • Complete a Smart Guide
  • Customize a Smart Guide for a Specific Record

Lessons

Sugar Automate Overview
Starting a New Smart Guide
Working with Smart Guides
Quiz: How to Use Sugar Automate

Price: FREE

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