Setting Up Forecast and Enabling for Users

Sugar Training for End Users

Sugar Forecast Configuration and Usage

Comprehensive Onboarding Training for SugarCRM End Users

Applicable for

Sugar Sell

Sugar Serve

Sugar Enterprise

Upcoming Classes

Duration: 3 Hours

Price: $150

The training is for any business user / salesperson and administrators to configure and use the Sugar Forecast module effectively.

After the training you will be able to build forecasts using the Opportunity Line Item and Opportunities module. 

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Topics Covered

  • Configure forecast module
  • Create a SummSet Targets for Sales teams / Sales team membersation Report
  • Opportunities and Opportunities line items as forecasting methods.
  • Reports and Dashboards that help forecast

Intended Audience

  • Sugar Business Users
  • Sugar Administrators
  • Sugar Developers
  • Sugar Architects
  • Sales Executives
  • Sales Managers

Pricing and Plans

Sugar for End Users

Getting Started with Sugar
  • Comprehensive Onboarding Training for SugarCRM End Users.
  • Understanding how to navigate the SugarCRM and learning how to create 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.

Price: $150

Duration: 3 Hours

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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.

Price: $150

Duration: 3 Hours

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Sugar Import Functionality
  • Understanding the importance of data migration and updates in CRM systems, and discovering 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.

Price: $150

Duration: 3 Hours

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Sugar Administration Essentials

Implement Users, Teams and Role Based Permissions in Sugar

Price: $225

Duration: 3 Hours

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Configure Sugar with Developer Tools
Studio and Module Builder

Price: $225

Duration: 3 Hours

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Configure Sugar with SugarLogic
Studio Logic Builder

Price: $225

Duration: 3 Hours

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Price: $225

Advanced Workflow Creation with SugarBPM
Deep Dive and Practice

Duration: 3 Hours

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Sugar Developer Essentials

Sugar Developer Essentials
All-in-one SugarCRM training bundle

Price: $1,650

Duration: 15 Hours

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Sugar Developer Framework and Directory Structure

Price: $330

Duration: 3 Hours

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Metadata and Logic Hooks
Deepdive into Sugar Extension Framework

Price: $330

Duration: 3 Hours

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UX/UI Customisations
Deepdive into Sidecar Extension Framework

Price: $330

Duration: 3 Hours

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Sugar RESTFul API Basics
Testing with Postman

Price: $330

Duration: 3 Hours

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Sugar RESTFul API Advanced
Extending Sugar APIs

Price: $330

Duration: 3 Hours

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