Introduction to Sugar Enterprise

Enroll Here


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


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