The SugarCRM Admin Tracks allows you to customize your training by choosing which day you wish to register for. The tracks will follow the standard Administrator Fundamentals schedule, but you will be able to join the session that you register for. The Administrator Fundamental Track 3 follows the curriculum for Day 3 of the standard Administrator Fundamentals course. Through a combination of lecture and hands-on exercises, students will learn the basics of creating workflows to automate business processes, tracker settings for system perfomance and module usage, Email Settings, and Connector settings.
Audience: Administrators
Editions: Sugar Enterprise, Sugar Professional, Sugar Community Edition
Version(s): 5.5, 5.2, 5.0, 4.5.1
Type: Online Training
Schedule: SugarCRM Course Schedule
Objectives Day 3 Track
This track will enable you to:
- Configure Email Settings
- Create Effective Workflows
- Tracker Settings
- Connector Settings
Track 3 Course Outline
1. Course Introduction
2. Configuring Email Settings
- Schedulers
- Configure inbound email settings for a personal mailbox
- Configure inbound email settings for a group mailbox
- Configure outbound email settings for system notifications
- Configure outbound email settings for a user
- Manage email queue
- Considerations for email campaigns
3. Creating Effective Workflows
- Understand when to use Sugar workflow
- Configure your system to enable workflows
- Utilize the Sugar workflow components such as conditions and alerts
4. Tracker Settings
- Understand Trackers
- Configure the Tracker Home Page
- Create Tracker Reports
- Configure Tracker Settings
5. Connector Settings
- Set Connector Properties for Hoover, Jigzaw, ZoomInfo, Linked In
- Enable Connectors
- Map Connector Fields
- Manage Connector Searches
6. Review and Conclusion
For more information about this course and others please contact us or e-mail trainme@levementum.com.
