This comprehensive four-day online classroom training provides your SugarCRM project leads, super users, and training organization to successfully develop and deliver SugarCRM training to end-users in your organization. Through a combination of lecture, hands-on exercises, and teach-backs, students will become proficient at end user basics in order to pass this knowledge on to others in their organization. This course is designed for both on-demand and on-premise customers.
Audience: SugarCRM Project Leads, Super Users, and Training Organizations
Editions: SugarCRM Enterprise, SugarCRM Professional, SugarCRM Community Edition
Version(s): 5.5, 5.2, 5.0, 4.5.1
Type: Online and Classroom Training
Schedule: SugarCRM Course Schedule
Objectives
This course will enable you to:
- Understand technical training techniques
- Become a SugarCRM super-user
- Successfully deliver SugarCRM training
Course Outline
1. Effective training techniques
2. CRM Overview
3. End-user Getting Started
4. Working with Records
5. Lead Management
6. Opportunity Management
7. Account and Contact Management
8. Activity Management
9. Creating Common Reports
10. Products and Quotes
11. Email and Outlook Plug-in Overview
12. Participant teach-backs
13. Overview of other modules as needed
