Sugar End User Trainings
Sugar Training for End Users
Sugar for End Users
Applicable for
Sugar Sell
Sugar Serve
Sugar Enterprise
Upcoming Classes
Duration 3 Hours
Price $ 150
Learn the essentials of using SugarCRM as a Business User. In this training, you will learn how to navigate the Sugar application and create records like accounts, contacts, leads, and lead conversion. Users will learn how to manage the Sales Pipeline, master how to schedule meetings, and calls, and track their tasks seamlessly. Learn to manage your sales pipeline, from understanding opportunities to accurate forecasting. Dive into reporting tools for smart decisions and explore team collaboration features. With hands-on assignments, you’ll be fully prepared to excel with SugarCRM and supercharge your daily tasks effortlessly.
This training session is for any business user or administrator of SugarCRM to learn how to create and run reports efficiently. We will provide the practical hands-on experience to use Sugar’s reports module to run, share, and schedule the reports that are required. You will also learn how to create new custom reports and how to copy an existing report and make a new one. Learn how to add Dashlets that summarize the information that is there in the report. Understanding how to create multiple Dashboards and configure multiple dashlets with different charts.
This training session is designed for business users, salespeople, and administrators, aiming to enhance their proficiency in configuring, using, and effectively leveraging the Sugar Forecast module. By completing this training, participants will gain the skills to create forecasts using both the Opportunity Line Item and Opportunities modules. The focus of the training is on simplifying the process of configuring the Sugar Forecast module, enabling participants to confidently manage forecasts and achieve their quotas. Additionally, participants will learn how to configure and commit quotas, ensuring accurate and efficient forecasting.
This training session is designed for business users and administrators which will provide you with practical experience in utilizing Sugar’s Import and Export functionality. Through hands-on practice, you’ll grasp the process of effectively importing and exporting data in Sugar to serve your future needs. This will enable you to seamlessly transfer data from your current sources into Sugar using CSV files, as well as extract data from Sugar in CSV format. By the end of the training, you’ll confidently handle data transfers, enhancing your proficiency in managing information using Sugar Import and Export features.
