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Sugar for Salesforce Users

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Overview

This introductory course provides new Business Users who are familiar with Salesforce the skills necessary to hit the ground running with Sugar Sell or Serve.  

This course includes the following lessons: 

  • Introduction to Sugar Modules 
  • Navigating the Homepage  
  • Creating and Managing Dashboards 
  • Searching in Sugar
  • Managing Activities
  • Sales: Managing your Leads and Sales 
  • Services: Managing your Cases
  • Basic Reporting in Sugar

Intended Audience:

  • Individuals who have used Salesforce in the past

Lessons

Introduction
Introduction to Sugar Modules
Navigating Sugar
Creating and Managing Dashboards
Searching in Sugar
Managing Activities
Managing your Sales in Sugar Sell
Managing your Cases in Sugar Serve
Creating Basic Reports

Price: FREE

Please email university@sugarcrm.com if you have course feedback or need assistance