Learn how to Import your Leads and Contact information into SugarCRM and how to later Export the information so that you can share your data with other non-Sugar users in/outside of your organization. Learn additional tips/tricks to get your information into Sugar the right way. This course is part of the 8 hour comprehensive End User Training course which covers the entire SugarCRM application in more detail.
Audience: End Users
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
Learn to Import/Export information to/from SugarCRM application
Course Outline
- Course Introduction
- Formatting your data
- Using the Import tool
- Using the Export tool
- Tips/Tricks to Import your data into Sugar the right way
- Exporting data using reports
- Review and Conclusion
For more information about this course and others please contact us or e-mail trainme@levementum.com.
