SugarCRM End User Training, Comprehensive Walkthrough with Practical
Sugar Training for End Users
Getting Started with Sugar
Comprehensive Onboarding Training for SugarCRM End Users
Applicable for
Sugar Sell
Sugar Serve
Sugar Enterprise
Upcoming Classes
Duration 3 Hours
Price $ 150
Learn Sugar with Practice
Learn the essentials of using SugarCRM as a Business User. You will learn how to navigate the sugar application, create records, convert leads, create activities, maintain the sales pipeline with sugar opportunities, and much more.
This enables you to use Sugar in your day-to-day life. The sessions include a comprehensive demo of the features as well as practical assignments that make participants familiar with Sugar.Topics Covered
This course covers the following topics in depth
- SugarCRM Product Portfolio Overview
- Basic Navigational Features
- Understand the Views - Record View, List View and Sub Panel View
- Create, update and delete Records
- Search Sugar Records
- Merging Records
- Best Practices for Creating , Qualifying and Converting Leads
- Create Opportunities and Quotes
- Best Practices for managing your sales pipeline with Opportunities and their life cycle
- Using Sugar Reports, Dashboards and Dashlets
- Personalise Your Sugar View
- Importing and Exporting of Records
Hands on Practice
- Create a Dashboard
- Create a Record
- Create a Lead
- Create a Quote
- Filter Records and Save Filters
- Import Records
- Export Records
- Creating Rows and Columns Report
- Create Summation with Details Report
Intended Audience
Sales Executives, Sales Managers, Support Executives and Support Managers.
Pricing and Plans
Sugar for End Users
Sugar Reports Creation and Dashboard Setup
- Navigating the Reports module in SugarCRM and understanding how to use Stock Reports.
- Creating custom Reports for different modules with various Report Types.
- Understanding how to select and add fields from the current module and its related modules, apply filters, and organize data in Reports.
- Visualizing data with charts and graphs and learning how to add custom reports to your dashboard.
- Understanding how to create and organize Dashboards for Module List view and Record views.
Sugar Forecast Configuration and Usage
- Understanding the purpose and benefits of the Sugar Forecast module.
- Learning how to enable the Forecast module and configure the Forecast Settings.
- Navigating and Learning the process of inputting sales forecasts for various time periods and committing them to different forecast ranges.
- Learning how to view forecast worksheets for both individuals and teams.
- Understanding about the Forecast Reports and Dashlets and how to use them.
Sugar Import Functionality
- Understanding the importance of data migration and updates in CRM systems, and discover how Sugar Import streamlines the process.
- Exploring the significance of data cleaning and formatting before import, ensuring data accuracy.
- Understand validation rules and practices to maintain data integrity throughout the import process.
- Understanding how to navigate through the Import Wizard interface, choose import types, upload data, and understand the handling of duplicates.
- Learning how to review the imported data, address inconsistencies, and maintain clean CRM data.
Sugar Administration Essentials
