Introduction to Sugar Enterprise

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