Getting Started with Sugar
Total Cost: $150 | Duration: 3 Hours
The Getting Started with Sugar course provides a comprehensive onboarding experience for business users of SugarCRM. Learn how to navigate Sugar, create and manage records, convert leads, and maintain your sales pipeline with opportunities. The course includes practical, hands-on training to ensure you’re confident in using Sugar CRM for your daily tasks. Participants will also gain insights into Sugar’s features through demos and assignments.
$150.00
- Description
- Course Details
Description
Total Cost: $150 | Duration: 3 Hours
The Getting Started with Sugar course provides a comprehensive onboarding experience for business users of SugarCRM. Learn how to navigate Sugar, create and manage records, convert leads, and maintain your sales pipeline with opportunities. The course includes practical, hands-on training to ensure you’re confident in using Sugar CRM for your daily tasks. Participants will also gain insights into Sugar’s features through demos and assignments.
Session: Getting Started with Sugar
Description: This session introduces business users to SugarCRM, focusing on its core features, including record creation, lead conversion, opportunity management, and more. Through hands-on practice and real-world examples, you’ll learn to effectively use Sugar CRM in your role.
Price: $150
🕖 Duration: 3 Hours
➡ Course Detail
Topics Covered
- SugarCRM Product Portfolio Overview
- Basic Navigational Features
- Understanding the Views: Record View, List View, and Sub Panel View
- Creating, Updating, and Deleting Records
- Searching Sugar Records
- Merging Records
- Best Practices for Creating, Qualifying, and Converting Leads
- Creating Opportunities and Quotes
- Managing Your Sales Pipeline with Opportunities and Their Life Cycle
- Using Sugar Reports, Dashboards, and Dashlets
- Personalizing Your Sugar View
- Importing and Exporting Records
