sales-i 25: Administrator Masterclass

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Overview

This course is designed for Sales-i 25 administrators and covers the key settings that control how the system works for your users. You will learn how to manage user roles and restrictions, create and edit interaction types, set sales targets, and adjust the tools that shape the front-end experience.

Each lesson walks through different parts of the Settings screen, helping you tailor sales-i to suit your business and team structure. Whether you're setting up from scratch or making ongoing changes, this course will give you a clear understanding of the admin tools available.

Lessons

Mastering the Basics: sales-i 25 Settings

Price: FREE

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