Launch with Sugar Sell is your step-by-step guide to getting started with Sugar Sell. This self-paced course is designed specifically for new users to help you feel confident managing your day, tracking your opportunities, and staying connected with your customers.
You’ll learn how to navigate Sugar, manage leads and opportunities, stay organized with activities, and use dashboards to keep an eye on your progress. By the end of the course, you’ll understand how to use Sugar Sell to work smarter, save time, and focus on what matters most — selling.
Learning Objectives:
Understand Sugar Sell’s key concepts, terminology, and navigation to confidently get around the system
Use Sugar Sell to plan, organize, and manage your daily activities effectively
Build confidence in tracking, managing, and closing deals efficiently with Sugar Sell
Create and use reports and dashboards to monitor progress and stay productive
Who Should Take This Course:
New Sugar Sell users who want to quickly learn how to manage their customers, track their sales pipeline, and make the most of Sugar in their daily work.
| Introduction | |
| Understanding Sugar Sell Terminology and Navigation | |
| Using Sugar Sell to Manage your Day | |
| Setting up Reports & Using Dashboards for Daily Productivity | |
| Wrap-up |
Price: FREE
Please email university@sugarcrm.com if you have course feedback or need assistance
