Introduction to Sugar Enterprise

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Overview

This course will get you started with Sugar Enterprise, we'll introduce you to the most commonly used modules, and how to how to navigate the application. 

Intended Audience:

  • New CRM Users
  • Sugar End Users
  • Executives looking for a high level overview

This course includes the following lessons: 

  • Introduction to Sugar Modules
  • Navigating Sugar 
  • Personalizing your Sugar View

Lessons

How Sugar Modules work Together

What you'll learn:

  • The core modules used for marketing, sales, and support automation in Sugar Enterprise.
  • How commonly used modules work together in the application. 
Navigating Sugar

What you'll learn: 

  • Using Module Tabs
  • Navigating between modules
  • Using Global Search
  • Notifications
  • Using the Quick Create menu
Personalizing your Sugar View

What you'll learn:

  • Setting your Language 
  • Adjusting your time format
  • Selecting your location
  • Managing your Module Tab Order 

Price: FREE

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