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How to Use Sugar Serve

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This course is designed to provide a practical overview of how to use Sugar Serve.  It will focus on a general overview, searching for records, creating and managing records, using Sugar Reports, and explain how to complete process tasks generated from SugarBPM relating to Sugar Serve.


How to Complete the Hands-On Assignments
Lesson 1: Sugar Serve Overview
Lesson 2: Get To Know Your Service Console
Lesson 3: Search for Records in Sugar Serve
Lesson 4: Add and Update Records
Lesson 5: Generate Sugar Serve Reports
Lesson 6: Understand how to complete a SugarBPM process task
Lesson 7: Engage Customers with SugarLive
Quiz and Hands-on Answers

Price: FREE

Please email if you have course feedback or need assistance