Opportunities, Product Catalog and Renewals – Advanced Configuration
Sugar Training for End Users
Sugar Import and Export Functionality
Deep dive for data migration and data transfer from your sources
Applicable for
Sugar Sell
Sugar Serve
Sugar Enterprise
Upcoming Classes
Duration 3 Hours
Price $ 150
Through hands-on practice, you will understand and use the feature of export and import for your current future use of Sugar. You will be easily able to import data from your existing sources into Sugar using csv files and also export data from Sugar as csv files.
Topics Covered
- Understand Import and Export Functionality through csv files.
- Prepare Data for Import for a module.
- Understand the mapping of the data import to Sugar Module fields.
- Understand the concept of Duplicate check while Importing.
- Update Existing Records with Import functionality
- Export Data as csv file.
Hands on Practice
- Create Accounts Data csv file and Import.
- Create Contacts Data csv file and Import and associate them to corresponding Accounts
- Update Contacts Data with partial information.
- Export Leads Data to csv file.
Intended Audience
Sugar Business Users, Sugar Administrators, Sugar Developers, Sugar Architects and Sugar Trainers.
Pricing and Plans
Sugar for End Users
Getting Started with Sugar
- Understanding how to navigate the SugarCRM and learning how to create in various modules like Accounts, Contacts, Leads, Opportunities, and Activities modules.
- Understanding and learning about the Lead Conversion mechanism.
- Understanding and learning how to track the Activities and Tasks seamlessly and efficiently in Sugar.
- Understanding how to Manage Sales Pipeline and Forecasting.
- Learning and gaining hands-on experience on how to use Sugar as a Business User.
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 Dashboards with Dashlets in the Home Page.
- 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 Administration Essentials
